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2014 Spring Seminar

  • Friday, May 02, 2014
  • 8:00 AM - 1:30 PM
  • Oakridge Country Club, 1492 Shepard Lane, Farmington, UT 84025


Registration is closed
Please join us for our 2014 Spring Seminar.  This seminar features topics of great current interest presented by highly-qualified speakers.


    8:00-8:30 Continental Breakfast & Registration
    8:30-9:45 Scott McCullough, Estate Planning
    9:45-10:00 Break
    10:00-11:00 Brodie Wood, Retirement Readiness
    11:00-12:15 Chad Larsen, Preparing for an IRS/DOL audit
    Lunch 12:15

For those interested, golf will follow for an additional fee of $55.


Scott McCullough: "Estate, Asset Protection & Charitable Planning Ideas"
Brodie Wood: Retirement Readiness is everyone’s business:  it’s a societal issue and employers who sponsor retirement savings plans have a unique opportunity and responsibility to positively impact the retirement readiness of many individuals. In this session, learn about:
  • The three most important challenges facing individuals with regard to saving for retirement,
  • The importance of setting the right context, and
  • Why we need to change the conversation.
Chad Larsen:  Dancing” With the DOL/IRS Audit Stars
Don’t know your Tango from your Mambo? Your Samba from your Rumba? Come to our Retirement Plan break-out and we will help you out! This session will engage attendees in some of the most critical “Steps” that ALL employers, whether subject to ERISA or not, should be doing to provide better “Stewardship” and “Leadership” over their employee’s retirement accounts. This session will provide practical tools and timely information that anyone dealing with a retirement plan will want to receive.
  • Retirement Plan “Moves” that will Win Over the Judges
  • How Not to Get Selected for “DWTAS”
  • How to avoid “Elimination” and stay on top of the Retirement “Leader Board”

Please feel free to reach out to WPBC with any questions.

Direct Questions To:

155 N 400 W
STE 400
Salt Lake City, UT 84103

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