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I hope you all had a relaxing and enjoyable summer! My family and I were fortunate enough to sneak away for a bit and spend some quality time together in beautiful Catalina.

Have you ever had a conversation with a client where they surprised you with a question about a retirement plan for a company they recently acquired?

Get to know the our Chapter Board Members.

From start to finish, the conference was packed with opportunities to learn, connect, and engage.

OC hit a home run with incredible members!

Congratulations to Kathleen Salas Bass (22 years) and Mark Murphy (23 years) for decades of service to WPBC!

Stay current with updates from OC!

Curious about our four membership options?

Join us monthly for networking and educational seminars.

Back by popular demand! ABC's will now be held in person, join other professionals with a day dedicated to learning the fundamentals of retirement plans.

We are grateful for our generous sponsors.