Please join us for: Risk Management for Retirement Benefits Professionals, presented by Heather L. Rosing with Klinedinst Attorneys, a local law firm.
Heather Rosing is a renowned attorney focusing on malpractice defense and risk management. She will present techniques for risk management when faced with common dilemmas involving retirement plan clients. This presentation is intended to apply to a wide range of benefit plan professionals such as financial planners, actuaries, trustees, third party administrators, CPAs, and attorneys.
This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m.
The reservation deadline for the meeting is Wednesday, September 9, 2015.
This meeting is sponsored by:
Please feel free to reach out to WP&BC with any questions.
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Direct Questions To:Lori Mason, Chapter Administrator info@wpbcsandiego.org Phone: 619-405-3874
Address: San Diego Chapter PO Box 600302 San Diego, CA 92160-0302