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