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October Lunch Meeting: The Trends and Complexities of Fee Equalization – What Every Pension Professional Should Know

  • Tuesday, October 16, 2018
  • 11:30 AM - 1:00 PM
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108

Registration


Registration is closed

Please join us for The Trends and Complexities of Fee Equalization - What Every Pension Professional Should Know presented by Michael Castner, Retirement Benefits Group. Topics covered in this presentation include:

    • Approaches to Fee Equalization
    • Efficient Share Class Method 
    • Sample Fee Equalization (“FE”) Spreadsheet 
    • Pricing Considerations 
    This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m. 

    The reservation deadline for the meeting is Thursday, October 11th.

     

    Please feel free to reach out to WP&BC with any questions.

    Direct Questions To:
    Lori Mason, Chapter Administrator 
    info@wpbcsandiego.org

    Phone: 619-405-3874



    Address:
    San Diego Chapter
    PO Box 600302
    San Diego, CA   92160-0302

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