Dec. 5th: Kick Off the Holidays with a Cheerful Year-End Checklist Review

  • Wednesday, December 05, 2018
  • 4:30 PM - 7:30 PM
  • Arden Hills Club & Spa, 1220 Arden Hills Ln, Sacramento, CA 95864

Registration


Registration is closed

Join us for the holiday compliance panel!

A Cheerful Year-End Checklist Review


The WP&BC Sacramento Chapter invites you to join us for a round table discussion on year-end planning. Find out what not to miss this month, and what to plan for next year.


Let's start December with good cheer, food, and merry-a-topic with a panel of jolly speakers! (And don't forget the gift of CE credit!)


TOPICS

  • Safe Harbor Maybe amendments
  • RMDs
  • Force Outs
  • Top Heavy and Safe Harbor contributions
  • Changes to forfeitures and hardships
  • Disaster relief
  • Plus more!

SPEAKERS

Beth Harrington, QPA, ERPA, Benefit Resources, Inc.

Kathy Cannon, QPA, ERPA, Benefit Resources, Inc.

Rich Searle, ERPA, Atteberry/Searle


Whether you are a TPA, CPA, Advisor, Attorney, or plan sponsor - this round table discussion will be an engaging event that will help you keep your clients on Santa’s Nice List.


SCHEDULE

4:30- 5:00 Registration/Reception
5:00 to 6:40 Meeting
Reception following


CONTINUING EDUCATION
2 CE or 2 Hours each for:

  • California CPAs
  • ASPPA certifications
  • NIPA certifications
  • Certified Financial Planners, CFP (pending)
  • JBEA
  • MCLE for California attorneys
  • CEBS
  • Enrolled Retirement Plan Agents and Enrolled Agents, ERPA

Western Pension & Benefits Council Sacramento Chapter

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