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Join Us! 
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Automatic Enrollment Update

with

Matt Harrington
Benefit Resources, Inc.

Maria McPhee
Empower

Mark Kansier
Paylocity

Wednesday, November 13th
4:30 pm - 6:30 pm
Luna Lounge at Bella Bru

TOPIC DETAIL

Stay tuned!

ABOUT THE SPEAKERS

MATT 
President
Benefit Resources, Inc.

Matt joined Benefit Resources in 2013 with plans to prepare the firm for the next thirty years through technological advancement and strategic market positioning. He is certified as a Qualified 401(k) Administrator, has a degree in engineering from U.C. Davis, and a passion for the success of private retirement in America. Ensuring BRI continues to be a valuable resource for our clients and a great place to work for our employees is of paramount importance. He enjoys his growing family and tinkering with his projects.

MARIA MCPHEE
Regional Sales Director
Empower

Stay tuned...

MARK KANSIER
Regional Sales Director
Paylocity

Stay tuned...

SCHEDULE

• 4:30 - 5:00 PM Registration/Reception
• 5:00 - 6:30 PM Meeting, Q&A
• Reception following
  
  

CONTINUING EDUCATION
1 CE or 1 Hour 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!

Sacramento Chapter Members:  Free
Non-Member:  $75

NOT A MEMBER YET?  Find out how to join!

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Special thanks to our generous Chapter Sponsors!

Victory Capital Management

Principal

Nationwide

Ascensus & FuturePlan