Business Education Session: WA Saves - Retirement Plan Market Update
WASaves: Retirement Plan Market Update - Insights with Capital Group and Farmer & Betts
Event hosted by:
Kari Kennedy, Financial Advisor, Edward Jones and
Jeff Hunkins, Retirement Plan Counselor of Capital Group | American Funds
Guest Speaker: Kurt Oswell, Pension Consultant, Farmer & Betts
Kari Kennedy, Financial Advisor, Edward Jones and
Jeff Hunkins, Retirement Plan Counselor of Capital Group | American Funds
Guest Speaker: Kurt Oswell, Pension Consultant, Farmer & Betts
Join Jeff Hunkins and Kurt Oswell for a dynamic lunch session designed to deliver news you can use from the retirement plan industry.
What's on the menu?
What's on the menu?
- Legislation updates and opportunities: Secure 2.0 & Washington Saves
Come hungry for knowledge and lunch! Let's turn retirement plans into growth plans.
About the Presenters:
About the Presenters:
Kari Kennedy was born and raised in Mount Vernon, Washington, and continues to regard Skagit County as unmatched in its beauty and distinct seasons. Her career has been dedicated to serving the community, providing financial guidance to individuals, families, and local businesses. As a financial advisor with Edward Jones, Kari draws on extensive experience in lending, retail banking, and savings to support clients in pursuing their long‑term objectives. She is committed to understanding each client’s goals, priorities, and risk tolerance to help establish a clear and balanced path toward their financial future.
Jeff Hunkins is a retirement plan counselor at Capital Group, home of American Funds, responsible for sales development and relationship management in Alaska, Oregon and Washington. He has 23 years of investment industry experience and has been with Capital Group for 13 years. Prior to joining Capital, Jeff worked as a pension consultant for The Standard in Portland, Ore. He holds a bachelor’s degree in business administration and finance from Portland State University. Jeff is based in Seattle.
Kurt Oswell is a seasoned pension plan consultant with Farmer & Betts Pension Consultants since 2006. He specializes in fee-based pension administration and consulting, working closely with financial advisors and accountants throughout the Pacific Northwest and beyond. Renowned for his ability to simplify complex topics and deliver successful outcomes, Kurt brings dedication and clarity to every partnership. A longtime Seattle resident with a passion for outdoor adventures and gardening, Kurt also finds joy in supporting his daughters' academic pursuits.
Kurt Oswell is a seasoned pension plan consultant with Farmer & Betts Pension Consultants since 2006. He specializes in fee-based pension administration and consulting, working closely with financial advisors and accountants throughout the Pacific Northwest and beyond. Renowned for his ability to simplify complex topics and deliver successful outcomes, Kurt brings dedication and clarity to every partnership. A longtime Seattle resident with a passion for outdoor adventures and gardening, Kurt also finds joy in supporting his daughters' academic pursuits.
Business Education Session: WA Saves ...
Date and Time
Wednesday Mar 25, 2026
11:30 AM - 1:30 PM PDT
In person
Location
Burlington Chamber of Commerce
520 E Fairhaven Ave
Burlington
Fees/Admission
Included in membership for Chamber Members
$5 minimum donation for Non-Members
Contact Information
Emily Johnson
Send Email
Printed courtesy of www.burlington-chamber.com/ – Contact the Burlington Chamber of Commerce for more information.
520 E Fairhaven Ave, Burlington, WA 98233 – (360) 757-0994 – info@burlington-chamber.com