Log in

Welcome to The WP&BC San Diego Chapter

Log in

November Lunch Meeting: Best Practices for Plan Takeovers and Asset Conversions

  • Tuesday, November 15, 2016
  • 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:  Best Practices for Plan Takeovers and Asset Conversions, presented by Scott Ann Setzer and Sarah Rodgers of Polycomp Retirement Services, Inc. 

This presentation is intended to address some best practices:

  • No is an option – not all business is good business
  • Timing is everything and Timelines are useful
  • Managing expectations
  • Blackout and back away
  • Liability – To review or not to review what is the liability?
  • Unbundling the bundle – teaching old dogs new tricks.

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 Thursday, November 10, 2016.


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

Powered by Wild Apricot Membership Software