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WIPN Arizona l Lunch & WIPN Insights with Theresa Conti

September 14 @ 12:00 pm - 2:00 pm MST

Free

Event Details

WIPN Members far and wide!  Join us at Tommy Bahama for lunch (a skip away from the Westin Kierland Resort hosting the PlanAdviser conference) AND a presentation from Theresa Conti – WIPN National’s own head of Research and Development who will be serving up content centered around WIPN’s mission.

This is open to all WIPN members who might be in attendance of PlanAdviser – and of course our local ladies!

Hope to see you!!

Event Speaker

Theresa Conti has been a Retirement Plan industry leader for more than 30 years, starting her own firm, Sunwest Pensions, in 1998. Theresa holds several key designations through the American Retirement Association, even earning the IRS Enrolled Retirement Plan Agent (ERPA) designation.

Theresa was both Member and President of the Board of Directors of NIPA, including the local Arizona chapter, for 11+ years. Theresa also served several years on NIPAs Conference Committee & Task Force earning NIPA’s Lifetime Achievement Award in 2016.

Theresa worked alongside NIPA, ASPPA and the IRS to develop Circular 230 and the ERPA Licensing Program. She is a frequent industry and event speaker, publication contributor and has served on several advisory boards for leading financial firms. In 2022, she joined WIPNs Board. Theresa has dedicated her career to sharing her expertise throughout the industry and with her clients.

Event Sponsors

Details

Date:
September 14
Time:
12:00 pm - 2:00 pm MST
Cost:
Free
Website:
https://www.tommybahama.com/restaurants-and-marlin-bars/locations/scottsdale

Organizer

WIPN Arizona
Phone:
480-968-5362 Ext. 102
Email:
sjohnson@sunwest-pensions.com

Venue

Tommy Bahama Restaurant – Kierland
15205 N Kierland Blvd.
Scottsdale, AZ 85254
+ Google Map
Phone:
(480) 505-3668