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October Lunch Meeting: Getting It Right – Know Your Fiduciary Responsibilities

  • Thursday, October 22, 2015
  • 11:30 AM - 1:00 PM
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108


Registration is closed

Please join us for:  "Getting It Right, Know Your Fiduciary Responsibilities" presented by James Goldstein with the U.S. Department of Labor.

New Speaker Update:

James Goldstein is a senior investigator with the U.S. Department of Labor's Employee Benefits Security Administration. He is a graduate of the University of California, Berkley, and the University of the Pacific, McGeorge School of Law. He has worked in the field of employee benefits, both in the private and public sectors, for over 18 years. 

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, as well as plan sponsors.

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 Friday, October 16, 2015


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:
Lori Mason, Chapter Administrator

Phone: 619-405-3874

San Diego Chapter
PO Box 600302
San Diego, CA   92160-0302

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