Please join us for our next Chapter Meeting - 

CalSavers Update 3.0 - A 2022 Review

with
Jonathan Herrera
Director of Outreach and Education
CalSavers Retirement Savings Board

Mark your calendars -
Wednesday, Oct. 19th  |  4:30 pm - 6 pm  |  The Sutter Club

TOPIC DETAIL

• Recap of CalSavers mandate, exempting plan types, and deadlines

• Recent developments and next steps, including the expansion of the employer mandate from 5 to 1 or more employees

• Status of Implementation/Participation Update

• Q&A

ABOUT THE PRESENTER

JONATHAN HERRERA
Director of Outreach and Education
CalSavers Retirement Savings Board

Jonathan Herrera is the Director of Outreach and Education for CalSavers, the State’s pioneering retirement savings program which will provide a path to retirement security for the millions of Californians who lack access to a retirement savings plan at work.

Jonathan has over 20 years of experience working in personal, small business, and government finance. Prior to joining the CalSavers team, he spent 3 years at the State Treasurer’s Office helping California’s local agencies invest their idle funds in the Local Agency Investment Fund (LAIF), and 13 years at Citibank where he assisted with the organization’s business development and outreach strategies, and worked with a team of advisors to provide wealth management services and solutions for individuals, families, and small businesses.

Jonathan has a BA in Government from California State University, Sacramento.

SCHEDULE

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

CONTINUING EDUCATION
1 CE or 1 Hours each for:

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

FURTHERMORE

• Have some food and beverages on us
• Special meeting for members

Sacramento Chapter Members:  Free
Non-Member:  $40

NOT A MEMBER YET?  Find out how to join!

Special thanks to our generous Chapter Sponsors!