Upcoming Events

A refund is provided for a meeting reservation that is cancelled on or before the reservation deadline for the event. Cancellations after the reservation deadline are not refundable, but the fee paid is transferable to another attendee for the same event.

Upcoming events

    • Wednesday, June 05, 2019
    • 7:30 AM - 5:00 PM
    • Arden Hills Resort Club & Spa, 1220 Arden Hills Lane, Sacramento, CA 95864
    Register


    Proudly Presenting the 7th Annual

    Capital Forum on Pensions

    The Capital Forum on Pensions (CFOP) provides an opportunity for Northern California retirement specialists to discuss employee benefits issues with colleagues. The program focuses on exchanging information and educating attendees about current regulatory, legislative, and administrative issues.

    Join us on Wednesday, June 5th for CFOP 2019!

    the SPEAKERS
    We are delighted to introduce this year's CFOP speakers:

    • KEYNOTE: Stephen Forbes, J.D.
    • Kevin Donovan, CPA, EA, FSPA, FCA
    • Scott E. Galbreath, J.D., LL.M. (Tax)
    • Aaron Karr, CRPS, APA, QKA
    • Bill Sokol

    the TOPICS

    • General Legislative Update
    • Ethics Case Studies
    • Self-Correction: Surviving IRS Scrutiny
    • CalSavers Panel Discussion
    • The Tax Cuts and Jobs Act of 2017
    • DC & DB: Ask the Experts Panel Discussion

    Event Materials and Resources

    Event brochure

    CFOP 2019 agenda

    Continuing Education

    Speaker Bios

    Hotel Reservations

    Registration Discounts Available

    • Early Bird Registration
      Registration fees are discounted through May 24, 2019
    • Group Rates
      Discounts are available for four or more attendees from the same firm. Please email info@wpbcsacramento.org to have your invoice adjusted once you have registered all attendees.
    • Industry Member Discounts -
      WP&BC Sacramento and NIPA Sacramento Valley members receive discounted fees for this event. (Please email info@wpbcsacramento.org for the code.)

    Payment Notes:

    1. We accept Visa, MasterCard, American Express and Discover, or checks payable to Capital Forum on Pensions.  Please register online even if you are paying by check. 
    2. You will receive an invoice via email immediately upon completing the registration process.

    Membership Information

    Conference Chair

    Kathy Cannon
    916-596-9009 
    kathyc@benefit-resources.com


    This one day conference jointly hosted by 

       

    is brought to you by




Past events

Wednesday, May 08, 2019 The Value of the TPA
Wednesday, April 24, 2019 Coming Together: Controlled Groups & Acquisitions
Wednesday, March 20, 2019 Fiduciary Education & DOL Investigations
Wednesday, January 30, 2019 2019 Annual Legislative & Regulatory Update
Wednesday, December 05, 2018 Dec. 5th: Kick Off the Holidays with a Cheerful Year-End Checklist Review
Wednesday, September 26, 2018 WP&BC Annual Social
Wednesday, May 16, 2018 Capital Forum on Pensions 2018
Wednesday, April 18, 2018 Eligibility Choices: Benefits and Consequences & Top Ten Distribution Failures: How to Correct Them
Wednesday, March 21, 2018 Disaster Relief and 5500 Changes and 5th Circuit Decision on the Fiduciary Rule
Wednesday, February 07, 2018 What's Happening with Litigation and Regulations? - Get the Latest Updates!
Wednesday, November 01, 2017 Retirement Plan Issues in Mergers and Acquisitions?
Wednesday, September 20, 2017 How to Reduce Fiduciary Liability - A Two Step Tango
Wednesday, August 30, 2017 WP&BC Member Social
Wednesday, May 24, 2017 Capital Forum on Pensions 2017
Wednesday, April 19, 2017 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
Wednesday, March 22, 2017 Employment Law
Wednesday, February 01, 2017 Annual Legislative and Regulatory Update
Wednesday, November 16, 2016 Compliance Panel
Wednesday, October 19, 2016 Fiduciary Rule - what you need to know
Wednesday, September 21, 2016 WP&BC Member Social
Wednesday, May 25, 2016 Capital Forum on Pensions 2016
Wednesday, April 27, 2016 Plan Fiduciary Compliance
Wednesday, March 16, 2016 Financial Advisors
Wednesday, March 16, 2016 Health Care Update
Wednesday, January 20, 2016 Annual Legislative and Regulatory Update
Wednesday, November 18, 2015 Compliance Panel
Wednesday, October 21, 2015 Cash Balance Basics
Wednesday, September 16, 2015 WP&BC Social Event!
Wednesday, May 20, 2015 Capital Forum on Pensions 2015
Wednesday, March 25, 2015 Chapter Meeting: Is Your Sensitive Data Protected?
Wednesday, February 25, 2015 Chapter Meeting: Annual Legislative and Regulatory Update
Wednesday, January 14, 2015 Breakfast Chapter Meeting - Health Care Reform Update
Thursday, November 13, 2014 WEBINAR - Long Term Healthcare
Wednesday, November 05, 2014 First Chapter Meeting of the 2014/2015 Year!
Wednesday, October 29, 2014 WEBINAR - Roth Accounts and Conversions - Trick or Treat!
Thursday, September 25, 2014 WP&BC Kickoff Social Event!
Wednesday, May 21, 2014 Capital Forum on Pensions 2014
Wednesday, March 19, 2014 Chapter Meeting: Annual Legislative and Regulatory Update
Thursday, January 30, 2014 Chapter Meeting: An Update on Health Care Reform: Strategies for Compliance!
Wednesday, October 23, 2013 Chapter Meeting
Wednesday, September 18, 2013 Social Event
Wednesday, May 01, 2013 Chapter Meeting
Wednesday, February 20, 2013 Chapter Meeting: Annual Legislative and Regulatory Update
Wednesday, January 16, 2013 Chapter Meeting
Wednesday, October 24, 2012 Chapter Meeting
Wednesday, September 19, 2012 Social Event

Western Pension & Benefits Council Sacramento Chapter

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