Our main goal is to educate our members through a variety of programs and opportunities, one of the ways we do this is through our Governing Board webinars - offered monthly. We are also proud to announce that you can now purchase and view past webinars in case you missed them the first time. You get your CE credits by completing a short quiz at the end of the program. View our past events below!

Learn more about the CE credits we offer here.


WEBINAR PRICING

 

MEMBERS:

$35.00 1 Hour Webinars

$50.00 2 Hour Webinars

 

NON-MEMBERS

$50.00 1 Hour Webinars

$75.00 2 Hour Webinars

 

For groups of 8 or more please contact Marti Hack for discount pricing.


NOT A MEMBER YET?


Get more CE credits, for less. Become a member and get discount pricing on webinars, chapter meetings and annual conferences. 


Click on one of our chapter locations above to find the city nearest & you.


Nothing near you yet? Learn about our At-Large Membership


BECOME A MEMBER!

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Our Webinars are brought to you by:



         

Upcoming events

    • 30 Oct 2018
    • 10:00 AM - 11:00 AM (PDT)
    • ONLINE WEBINAR
    Register

    ONLINE WEBINAR: 

    “Employee Benefits in Mergers and Acquisitions – the Sequel”


    Tuesday, October 30, 2018  10:00 am - 11:00 am PST

    Do you like scary movies?  

    Just in time for Halloween - you will love our October webinar!


    This webinar will cover current and ongoing employee benefits issues that arise (like zombies from the grave) in the mergers and acquisitions context, includinrecent case law

    •        types of deals and plans
    •        tips for due diligence
    •        understanding and implementing purchase agreements
    •        transition period mishaps
    •        post-closing next steps
    •        correcting the inevitable errors and mistakes that will be made in this process
    Our Speaker:

    Sherrie Boutwell, JD

    Partner, Boutwell Fay, LLP

    Sherrie Boutwell has focused for over thirty years in the areas of employee benefits law and ERISA, with extensive advice regarding benefits in M&A transactions.  She also has experience representing clients before the Internal Revenue Service, the United States Department of Labor and the Pension Benefit Guarantee Corporation and is a highly sought-after speaker/writer on employee benefits topics.  Sherrie takes pride in bringing a practical and down to earth approach to resolving complex benefits issues.  Sherrie is a Fellow in the American College of Employee Benefits Counsel, is “av” rated by Martindale-Hubble and is an ongoing contributing author for a chapter in the treatise: Employee Benefits in Mergers & Acquisitions, (Ferenczy) Wolters Kluwer, 2014 - 2018.



    Continuing Ed:

    1 CE for AIF Certification 

    1 CE for ASPPA certifications

    1 CEC for NIPA certifications

    1 CPE for CEBS

    1 CE for JBEA

    1 hour MCLE for California attorneys

    1 hours for California CPAs

    1 hours for Certified Financial Planners 

    1 hour for ERPA and Enrolled Agents


    Cost: $35 for members, $50 for non-members. 
    AFTER October 27  $60 for Members , $75 for Non-Members

    For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card. For group registration, please contact Marti Hack directly at webinars@westernpension.org.
    Thank you to the sponsor of this Webinar:



    • 14 Nov 2018
    • 10:00 AM - 11:00 AM (PST)
    • ONLINE WEBINAR
    Register

    ONLINE WEBINAR: 
    Financing Health: 

    Trends, Challenges and Opportunities


    Wednesday, November 14, 2018  10:00 am - 11:00 am PST


    Description:       

    Whether you are managing the cost of group health benefits, encouraging participants to invest HSA assets or including financial planning as a component of a wellness plan, money and health are related.  And while employee benefits insiders (and Congress!) recognize that health and wealth have converged, it is not always easy to find integrated solutions. In this session, Shelby George, ERISA attorney and consultant, will provide an overview of the trends in Washington DC, innovations by financial service firms and reactions by employers. But just as important, she will give attendees and independent and practical assessment of the resulting challenges and opportunities, and leave you with 3 actionable take-aways.


    Key Take Aways:

    1.       Use the “Bucket” approach to communicating benefits

    2.       Think about health care spenders differently

    3.       Ask providers and partners the tough questions


    Our Speaker:


    Shelby C. George, JD, CEBS


    Shelby is an ERISA attorney, Certified Financial Education Instructor, Certified Behavioral Finance Advisor, and self-described advocate for retirement savers and health consumers everywhere. She has dedicated nearly 15 years to helping brokers and advisors better serve plan sponsors and participants.


    With subject matter expertise in the Affordable Care Act, ERISA fiduciary best practices, retirement planning and 401(k) investments, Shelby is a frequent speaker at numerous industry events including: NAGDCA, NAPA, fi360, Cambridge Ignite, RBC Wealth Management Managed Solutions Symposium, and the ASPPA Benefits Council of Central Florida. In addition, Shelby is frequently quoted for her expertise in retirement and financial planning topics in national industry publications including U.S. News & World Report, PlanSponsor, PlanAdviser, Bloomberg Businessweek, WealthManagement.com, SHRM, WSJ Digital, 401kWire.com, Ignites, and BenefitsPro.


    In 2018, she launched her own practice, Wall to Main Consulting, where she provides strategic planning, training and educational resources to some of the most innovative organizations in the employee benefits industry. In addition, Shelby founded The New Normal Club, a community of support and information for women who are navigating the health shock of a loved one. Shelby is a true financial planning evangelist, on a mission to help Wall Street better meet the needs of Main Street.


    Continuing Ed:

    1 CE for AIF Certification (pending)

    1 CE for ASPPA certifications

    1 CEC for NIPA certifications

    1 CPE for CEBS

    1 CE for JBEA

    1 hour MCLE for California attorneys

    1 hours for California CPAs

    1 hours for Certified Financial Planners (pending)

    1 hour for ERPA and Enrolled Agents


    Cost: $35 for members, $50 for non-members. 
    AFTER November 11  $60 for Members , $75 for Non-Members

    For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card. For group registration, please contact Marti Hack directly at webinars@westernpension.org.
    Thank you to the sponsor of this Webinar:



Past events

18 Sep 2018 Online Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan
23 Aug 2018 Online Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms
12 Jun 2018 Online Webinar:403(b) Hot Topics (and that’s not an oxymoron)
26 Apr 2018 Online Webinar:RETIREMENT PLAN POLICY STATEMENTS
20 Apr 2018 RECORDED Webinar: An Update on ERISA Litigation
27 Mar 2018 ONLINE Webinar: An Update on ERISA Litigation
22 Feb 2018 ONLINE Webinar: Safe Harbor 401(k) plan corrections
09 Jan 2018 ONLINE Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans
31 Dec 2017 Recorded Webinar: The Dos and Don'ts of Qualified Domestic Relations Orders
31 Dec 2017 Recorded Webinar: Ethics for TPAs and Other Professionals - 2017
31 Dec 2017 Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
31 Dec 2017 Recorded Webinar: Introduction to Cash Balance Plans for Non-Actuaries
31 Dec 2017 Recorded Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
31 Dec 2017 Recorded Webinar - Recovering Pension Overpayments - Navigating the Maze
31 Dec 2017 Recorded Webinar - THE COMPLEX WORLD OF REHIRES
31 Dec 2017 Recorded Webinar - Defined Contribution Compliance Reboot
31 Dec 2017 Recorded Webinar - Advanced Qualified Domestic Relations Orders
31 Dec 2017 RECORDED WEBINAR: 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
31 Dec 2017 RECORDED WEBINAR: DB/DC Update on New Regulations opens Retirement Plan Innovation
31 Dec 2017 Recorded Webinar: Negotiating Good Service Agreements
30 Mar 2017 Online Webinar: Improve Plan Results
15 Dec 2016 Online Webinar: Ethics for TPAs and Other Professionals
01 Dec 2016 Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
02 Nov 2016 Independent Third Party Audits – Why a 403(b) Audit is not a 401(k) Audit
27 Oct 2016 Webinar - Top Ten Audit Deficiencies
23 Aug 2016 Online Webinar: Save More Tomorrow
17 May 2016 Online Webinar: Smooth Sailing Ahead: Negotiating Your Ship through the New Rules for Mid-Year Changes to Safe Harbor 401(k) Plans
04 May 2016 Online Webinar: The New Fiduciary Rules: What Do You Need to Know and Do Now?
21 Apr 2016 Online Webinar: Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients
23 Mar 2016 Online Webinar: Cybersecurity
18 Feb 2016 Online Webinar: Risk Management for Retirement Benefits Professionals
27 Jan 2016 Online Webinar: The ESOP Exit Option – Benefits and Advantages
10 Dec 2015 ONLINE WEBINAR: Ethics for TPAs and Other Professionals
23 Oct 2015 Online Webinar: Welfare Plan Issues for Same-Sex Married Couples
22 Sep 2015 Online Webinar: Pension De-Risking – Where Do We Stand Now?
09 Jun 2015 Online Webinar: Health Plans and Beyond
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