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April Lunch Meeting: Due Diligence When Replacing Plan Vendors

  • Tuesday, April 18, 2017
  • 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 Due Diligence When Replacing Plan Vendorspresented by Matt Rinkey, Illumination Wealth. Topics covered include:

  • Why The Due Diligence Process Starts From Within Not From RFPs
  • The Top 10 Checklist For Your Vendor Due Diligence
  • How the Fiduciary Rule Impacts Your Plan Vendor Decisions
  • The Landscape of Plan Fees and How They Impact Your Vendor Choices

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, April 13th.


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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