We are pleased to invite you to this special event on 
WEDNESDAY, APRIL 24th at 4:30 PM

Presenting:

Coming Together: Controlled Groups & Acquisitions

With special guest speaker:

S. DERRIN WATSON, JD, APM

TOPIC

Mergers and Acquisitions present a host of challenges and questions in the retirement plan arena. The many variations on the word "acquisition" don't really help provide clarity for the practitioner. This session will review many of the issues and provide practical solutions.

SPEAKER

S. Derrin Watson is an independent ERISA attorney and educator in Santa Barbara, California with over 36 years of experience in dealing with retirement plans. In addition to his solo practice, Derrin is Of Counsel to the Ferenczy Benefits Law Center. Previously, he worked with FIS with their Relius line of educational programs and products. There he assisted in drafting qualified, 403(b), 457(b), 409A, and other plan documents and forms, and taught and wrote extensively about all aspects of retirement planning. Before that he was the tax partner of a law firm in Beverly Hills. He spends much of the year traveling to present seminars, and in 2016 delivered over 75 web seminars.

SCHEDULE

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

FURTHERMORE

• Have some food and beverages on us!

NOT A MEMBER YET? 
Find out how to join!

Special thanks to our Chapter Sponsor, CliftonLarsonAllen.