Upcoming Meeting

Fundamentals of Group Benefit & Pension Plans
Thursday, March 12, 2020
CEBS Compliance Credit Approved

The British Columbia Chapter of the International Society of Certified Employee Benefit Specialists presents a full-day of education on the basics of employer-sponsored pensions and group benefit programs.

This training session is a must for those:

• New to the pension and benefits or human resources industry
• Dealing with pensions and/or benefits as part of their job function

These sessions are an opportunity to provide training in a time-effective and cost-efficient manner. No prior experience is necessary and there are no educational pre-requisites.

There will be two half-day sessions presented by industry professionals. Attendees will have the choice of participating in the full day covering both the group retirement and group benefits topics or participating in a half day; attending only the pensions or the group benefits session.

Full-day attendees will be provided with breakfast and lunch, those attending the morning session will be provided breakfast and those attending the afternoon will be provided with a lunch.
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Morning Session
Group Retirement

​Afternoon Session
Group Benefits

• Government retirement programs
• Defined contribution plan basics
• Defined benefit plan basics

8:30-9:00 am-Registration and Continental Breakfast
9:00 am-12:00 noon Presentation

• Health, dental and disability plans
• Underwriting
• Benefit plan administration

   12:30-1:00 pm- Registration/Lunch
     1:00-4:00 pm - Presentation

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Presenters:

• Peter Graham, CEBS, CFP, Group Retirement Practice Leader, Porchlight Financial
• Nellie Pandey, FCIA, FSA, Consultant, PBI Actuarial Consultants
• Preet Pall, CEBS, Associate, Montridge Advisory Group
• Maury Lum, MBA, CEBS, Account Executive, iA

DATE:​
Thursday, February 13, 2020

TIME:
Morning Session:
8:30 - 9:00 am - Registration and Continental Breakfast
9:00 am - 12:00 noon - Presentation
Afternoon Session:
12:30 - 1:00 pm - Registration and Lunch
1:00 - 4:00 pm - Presentation

LOCATION:
Oceanic Plaza
Hastings Room
1066 West Hastings Street
Vancouver, BC

COST:
Chapter Member
One Session - $150
Both Sessions - $250

Non-Member
One Session - $150
Both Sessions - $250
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REGISTRATION:
Please click here to register and pay via PayPal. (Instructions for mailing a check are included on the registration page.)
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RSVP:
By Tuesday, March 9, 2020

​QUESTIONS:
bciscebs@gmail.com

Each session qualifies for three (3) CEBS Compliance credit. Visit www.cebs.org/compliance for more information.

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