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Capital Forum on Pensions 2019

  • Wednesday, June 05, 2019
  • 7:30 AM - 5:00 PM
  • Arden Hills Resort Club & Spa, 1220 Arden Hills Lane, Sacramento, CA 95864
  • 109 registrants

Registration

  • Please note, a discount of 20% will be given to those who register for 4 or more.

    Email info@wpbcsacramento.org to have your invoice adjusted after completing registration.
Registration is closed


Proudly Presenting the 7th Annual

Capital Forum on Pensions

The Capital Forum on Pensions (CFOP) provides an opportunity for Northern California retirement specialists to discuss employee benefits issues with colleagues. The program focuses on exchanging information and educating attendees about current regulatory, legislative, and administrative issues.

Join us on Wednesday, June 5th for CFOP 2019!

the SPEAKERS
We are delighted to introduce this year's CFOP speakers:

  • KEYNOTE: Stephen Forbes, J.D.
  • Kevin Donovan, CPA, EA, FSPA, FCA
  • Scott E. Galbreath, J.D., LL.M. (Tax)
  • Aaron Karr, CRPS, APA, QKA
  • Bill Sokol

the TOPICS

  • General Legislative Update
  • Ethics Case Studies
  • Self-Correction: Surviving IRS Scrutiny
  • CalSavers Panel Discussion
  • The Tax Cuts and Jobs Act of 2017
  • DC & DB: Ask the Experts Panel Discussion

Event Materials and Resources

Event brochure

CFOP 2019 agenda

Continuing Education

Speaker Bios

Hotel Reservations

Registration Discounts Available

  • Early Bird Registration - 
    Registration fees are discounted through May 24, 2019. 
  • Group Rates - 
    Discounts are available for four or more attendees from the same firm. Please email info@wpbcsacramento.org to have your invoice adjusted once you have registered all attendees.
  • Industry Member Discounts -
    WP&BC Sacramento and NIPA Sacramento Valley members receive discounted fees for this event. (Please email info@wpbcsacramento.org for the code.)

Payment Notes:

  1. We accept Visa, MasterCard, American Express and Discover, or checks payable to Capital Forum on Pensions.  Please register online even if you are paying by check. 
  2. You will receive an invoice via email immediately upon completing the registration process.

Membership Information

Conference Chair

Kathy Cannon
916-596-9009 
kathyc@benefit-resources.com


This one day conference jointly hosted by 

   

is brought to you by

Please feel free to reach out to WP&BC with any questions.

Membership Questions To:
Brian Abad
Chapter President
brian.abad@captrust.com
(916) 924-7527

Website Support:
Karin LeCocq
Website Administrator
info@wpbcsacramento.org

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