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October 11 2018 Luncheon Program
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October 11  2018 Luncheon Program

Please join us for our Luncheon Program at Westwood Country Club. Two Great Speakers!

 Export to Your Calendar 10/11/2018
When: 10/11/2018
11:30 am
Where: Map this event »
Westwood Country Club
800 Maple Avenue, East
Vienna, Virginia  22180
United States
Contact: Peggy Nelson
703-620-1712


Online registration is available until: 10/11/2018
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Members: $40 - Non-Members: $60

Westwood Country Club

Check in begins at 11:30 am and the program will end by 2:00 pm

Two Great Speakers!

2 CFP, 2 CIMA, 2 MD Insurance and 2 VA Insurance Pending Approval, CPA CPE Offered!

Social Security and Your Retirement - Al Chingren, with American Century and

Managing for Absolute Returns in a Tightening Monetary Environment - John Sheehan, with Osterweis Capital

Bio Information for Al Chingren:

Al ChingrenVice President, DCIO Practice Management

Al Chingren develops and delivers comprehensive programs that deepen relationships with clients and improve retirement plan effectiveness and participant outcomes.

Al's area of expertise is 401(k) and retirement resources. He is responsible for developing materials in the form of presentations, brochures, and white papers on topics ranging from understanding retirement plan expenses, fiduciary responsibilities, and legislative updates, to retirement plan business development. He has delivered retirement industry updates and sales ideas at national and regional conferences, and has spoken on numerous occasions at advisor sponsored meetings providing insights on the 401(k) plans, and retirement industry trends.

Al has over 25 years of industry experience in a wide array of qualified plan arrangements, including 401(k), profit sharing, ESOP, defined benefit and health/welfare plans.

Al earned bachelor of science and master of business administration degrees from the University of Iowa. He is Series 6 and 63 licensed and holds the designation of Certified Employee Benefits Specialist and the C(k)P (Certified 401(k) Professional) designation from The Retirement Advisor University. He is a member of the Heart of America Employee Benefit Conference, Southwest Benefits Association, Western Pension and Benefits Conference and ASPPA.

Bio Information for John Sheehan:

 John Sheehan, Portfolio Manager

John Sheehan graduated from Georgetown University (B.A. Economics). Mr. Sheehan holds the Chartered Financial Analyst designation.

Prior to joining Osterweis Capital Management in 2018, Mr. Sheehan spent over 20 years working at Citigroup, first as Managing Director responsible for Investment Grade Syndicate in New York City and then as Managing Director in charge of West Coast Investment Grade Sales in San Francisco.

Mr. Sheehan is a Portfolio Manager for the total return fixed income strategy. He is also a Portfolio Manager for the flexible balanced strategy.