Chapter

Professional Development Session + Happy Hour


Please join FEI Portland for this perfect opportunity to socialize, network, and learn something new all at the same time.

We are excited to have our partner, Aldrich Wealth, present in this month's professional development sessions, Private Wealth and Corporate Retirement Plans.

Private Wealth Learning Objectives:
  • Perspective of the investment environment, market update and outlook
  • Differentiating between types of wealth managers - Best Interest vs Fiduciary, Brokers vs RIA - and what questions should you be asking
  • Considerations when building out your personal financial strategy

Corporate Retirement Plans Learning Objectives:
  • Responsibilities of a corporate retirement plan fiduciaries and what that means 
  • Recent trends in retirement plan litigation and the lessons you can learn
  • A tip for audit plans and recent changes that may impact your healthcare plan

Agenda
          3:30 pm – 3:50 pm                   Registration
          3:50 pm – 5:30 pm                   Aldrich PD Presentation 
          5:30 pm – 6:30 pm                   Networking, Drinks & Snacks        
 
*Individuals who register as a Qualified Prospective Member must meet FEI's Membership Qualifications.

Speakers

Kathy Peterson

Lead Retirement Consultant
Aldrich Wealth LP

Nicole Rice

Partner | Chief Growth Officer
Aldrich Wealth

Darin Richards

Partner | Chief Investment Officer
Aldrich Wealth

Heather Wonderly

Partner | Director of Corporate Retirement Plans
Aldrich Wealth

Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none
Credits

1.00 CPE
Basic

Method

group-live

Field

Finance, Technical

Prerequisites

none

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.