PROGRAM OUTLINE:
Year-End Wrap Up of Hot Topics! The Latest on the Fiduciary Rule and Tax Reform
Join us for the latest – and possibly New Year predictions – on two hot topics.
The panel first will discuss the final Fiduciary Rule.
Robert Gower, Director, at Trucker Huss will speak about current updates to the fiduciary rules, including current enforcement standards, phased compliance, the future of the rules and the weakened Best Interest Contract Exemption.
David M. Halseth, Chief Investment Officer, Strategies Capital Management, will speak about best practices his firm uses in complying with the fiduciary rules.
This discussion is meant to be a practical discussion of the rule, its current status and application and how an investment advisor responded.
They will be followed by a panel to discuss Pending Tax Reform.
Subject to developments, Partner Jonathan Ocker and Senior Counsel William Berry, both from Orrick, will discuss the potential impact of the most recent tax reform proposals. This item is subject to change.
Join us for this educational program that will include a festive holiday celebration, too!
FREE PASSESChapter Sponsors may use their free member tickets and guest passes for this meeting. Advance registration is required - email names to info@wpbcsf.org.
REGISTER EARLY The cost is $55 for WP&BC Members, $95 for Non-members, if you register in advance. No refunds after December 1, 2017, but substitutions are permitted at any time.
CONTINUING EDUCATIONCEUs for this event are available for Attorneys, CPAs and Actuaries.
EASY WAYS TO REGISTERWEBSITE - your credit card number is secure (or you can register and send in a payment by check) when you register online.
NOTEFor your security we do not maintain credit card information in the office. To pay by credit card, you must register via the website. Confirmation receipts are generated immediately. NOTE: credit card charges will appear on your statement as "Governing Board," the WPBC Governing Board of Presidents.
QUESTIONS? Contact our office at (415) 730-5479 or email info@wpbcsf.org.
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Frank McDonald, MBA, Chapter Administrator
info@wpbcsf.org
Address:
Western Pension and Benefits Council - San Francisco Chapter 1540 River Park Drive, Suite 211 Sacramento, CA 95815-4608 916-550-2608
