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Social Security & Life Income

  • Thursday, November 21, 2024
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine

Registration

Social Security & Life Income

Join Us at Andrei's

Thursday, November 21, 2024

8:00 am to 9:45 am


Speaker

Rob Kron, Nuveen

Matt Kasa, Nuveen

Kyle Wall, Nuveen


Continuing Education

  • 2 CE for AIF 
  • 2 CECs for ERPA 
  • 2 CPEs for ASPPA certifications
  • 2 CECs for NIPA certifications
  • 2 hours for California CPAs 
  • 1.5 hours of California MCLE
  • 2 hours for Certified Financial Planners 
  • 2 CE for CRPS 
  • 2 CE for CEBS

    Doors open at 7:30 am for check-in, breakfast and networking.  Our program will begin at 8:00 am and this program will end at approximately 9:45 am.  The registration fee includes a full breakfast buffet and hosted valet parking.

    • WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online
    • The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
    Please feel free to reach out to WP&BC with any questions.

    Direct Questions To:

    Christine Stewart,
    Chapter Administrator
    info@WPBCOrangeCounty.org

    Phone:

    (949) 407-9128

    Address:

    WP&BC
    Orange County Chapter
    PO Box 6111
    Garden Grove, CA 92846
    949-407-9128

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