Fiduciary Education & DOL Investigations

  • Wednesday, March 20, 2019
  • 4:30 PM - 7:00 PM
  • Arden Hills Club & Spa, 1220 Arden Hills Ln, Sacramento, CA 95864

Registration

We are pleased to invite you to a special presentation
featuring guest speaker:


Ms. Cristina A. Collazo of DOL, EBSA



Join us WEDNESDAY, MARCH 20th at 4:30 PM


If you want the scoop straight from the source, this is your opportunity! On March 20th, Ms. Cristina A. Collazo, Senior Benefits Advisor at the United States Department of Labor will be sharing with us the inside information with respect to all aspects of fiduciary responsibility and everything you need to know about DOL investigations.


TOPICS

  • Fiduciary responsibilities,
  • Reports and disclosure,
  • Correction programs, and
  • EBSA - what to expect in an investigation.

Your Questions Answered!
Ms. Collazo will also be answering your questions following her presentation. Please submit any of your burning questions to info@wpbcsacramento.org by March 15 to have them answered at this event.


SPEAKER


Ms. Cristina A. Collazo
is a Senior Benefits Advisor at the United States Department of Labor, Employee Benefit Security Administration (EBSA). Cristina assists participants and plan officials on a wide range of health and retirement plan issues. Cristina makes presentations to public and private organizations about relevant health and retirement plan regulations.


Before joining EBSA, Cristina worked in a variety of public and private sector employment. Cristina is a member of the California bar and holds a B.A. from Loyola Marymount University, Los Angeles, and a J.D. from the University of San Francisco, School of Law.


SCHEDULE

  • 4:30 - 5:00 Registration/Reception
  • 5:00 - 7:00 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


FURTHERMORE


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Special thanks to our Chapter Sponsor, CliftonLarsonAllen.


Western Pension & Benefits Council Sacramento Chapter

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