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October Lunch Meeting: The Trends and Complexities of Fee Equalization – What Every Pension Professional Should Know

When
Tuesday, October 16, 2018
11:30 AM - 1:00 PM
Location
DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108

Registration

Non-Members – $75.00
Pay As You Go Members – $65.00
Prepaid Members

Registration is closed

Please join us for The Trends and Complexities of Fee Equalization - What Every Pension Professional Should Know presented by Michael Castner, Retirement Benefits Group. Topics covered in this presentation include:

Approaches to Fee Equalization
Efficient Share Class Method
Sample Fee Equalization (“FE”) Spreadsheet
Pricing Considerations

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, October 11th.

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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

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