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WP&BC OC: Technical Lunch - Use of AI in retirement plan services

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Date and Time

Wednesday, April 29, 2026, 11:00 AM until 1:00 PM

Location

Capital Group Campus
6455 Irvine Center Dr
Irvine, CA  92618
USA

Category

Technical Lunch Forum

Registration Info

Registration is required
Payment In Full In Advance Only

About this event

 

Program
Join us for an engaging and interactive Technical Lunch on the use of AI!  Bring your laptops!
Speakers

Paul Yossem, Nationwide

Lyle Flatebo, PPSS

Zachary Koch, Virtus



Continuing Education
2 CE for AIF (pending)
2 CPEs for ASPPA certifications
2 CECs for NIPA certifications
2 CE for ERPA (pending)
2 hours for California CPAs 
1.5 hours of California MCLE
2 hours for Certified Financial Planners (pending)
2 CE for CRPS 
2 CE for CEBS


Pricing

-Member: $45 
-Non-Members $75


Doors open at 10:30 am for check-in and networking.  Our program will begin at 11:00 am and end at approximately 1:00 pm, a boxed lunch will be served during the program.





Number of People Who Will Attend

Any Non-Member *
$75.00
* This can be your primary registrant type. Only one primary registrant type is allowed per registration.
Register Now

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