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 two of our Partners, Xenium and Aldrich Wealth, present in this month's professional development sessions!
Xenium PD Session | What People (Really) Want From Work – The Voice of the Employee
Ever wondered what people value most when it comes to their work? Why do they choose the employers they choose? What keeps them there, and what makes them leave? What are their most prized benefits, and what investments in culture actually make an impact? Xenium has those insights from their recent What People Want From Work survey—drawn exclusively from employees working at Pacific Northwest based organizations.
Join Suzi Wear, Xenium’s VP of People & Culture, as she breaks down the survey results, highlights major themes and shares benchmarks against past years surveys. This discussion will equip you with data and metrics to help shape your people priorities & strategies. Attendees will also receive a copy of the full survey report eBook, as well as priority access to the upcoming Beyond Compensation survey.
Aldrich Wealth PD Session | Navigating an Unpredictable Economy and Market: Essential Factors to Consider for Personal Finances and Fiduciaries of Company Retirement Plans
Aldrich Wealth’s Chief Investment Officer Darin Richards, Partner/Corporate Retirement Plans Heather Wonderly, and Partner/Private Wealth Nicole Rice will discuss:
- Economic and market outlook
- Why is inflation so stubborn and what it means to you individually and as a corporation
- Roth and Pre-tax and Taking Advantage of Down Markets
- Why are companies being sued for their 401k plan and how to play defense
- The Department of Labor and 401k: What they care about and a crystal ball
Event Agenda
4:00 pm – 4:30 pm PD Session Registration
4:30 pm – 5:20 pm Xenium PD Presentation
5:20 pm – 5:35 pm Networking & grab a beverage
5:40 pm – 6:30 pm Aldrich Wealth PD Presentation
6:30 pm – 7:15 pm Networking, Drinks & Snacks