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.