Lunch Meeting

  • Friday, September 21, 2012
  • 12:00 PM - 1:30 PM
  • Little America Hotel, 500 South Main Street, Salt Lake City, UT

Registration

(depends on selected options)

Base fee:

Registration is closed

Ethics: Who Needs Them Anyway?

Please join us for our first meeting of the 2012-2013 membership year!  Our speakers will be:

Greg Fowler - Greg has worked for National Benefit Services, LLC (NBS) for over 10 years and is currently the Vice President, Retirement Operations.  NBS is a third-party administrator that administers retirement and welfare plans across the nation.  He received a BS degree in Accounting from the University of Phoenix and MBA from Brigham Young University.  He is an Enrolled Retirement Plan Agent (ERPA) with the Internal Revenue Service, a Qualified Pension Administrator (QPA) and a Qualified 401(k) Administrator (QKA) American the Americna Society of Pension Professionals and Actuaries (ASPPA) as well as an Accredited Investment Fiduciary (AIF) designee through fi360.  Greg is currently the President-Elect of the Salt Lake Chapter of the Western Pension & Benefits Council.

Lori Reay - Lori is a Partner with HCS Retirement Services, a subsidiary of Hawkins Cloward & Simister.  She is a Certified Public Accountant, Certified Pension Consultant, and Qualified Pension and 401k Administrator.  She specializes in the design, implementation, and administration of qualified retirement plans.  Lori graduated with an NBA from Utah State University.  She was awarded the 2010 American Institute of CPAs Women to Watch Emerging Leader Award and is currently the Vice President for the Utah Chapter of Women in Insurance and Financial Services (WIFS).  She taught at Provo College and has served on the Board of Directors of Kids on the Move, a local non-profit organization.  She is married to Daniel Reay of Pleasant Grove, Utah.  They have three children and live in Pleasant Grove, Utah.

Please make your reservation by Wednesday, September 19.

Western Pension & Benefits Council Salt Lake City Chapter

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