WP&BC SF Chapter - November 12, 2019 CalSavers Retirement Plan

  • November 12, 2019
  • 4:00 PM - 7:00 PM
  • Jackson Lewis - 50 California Street

Registration


SAVE THE DATE!

Please Join us for our 
November Chapter Meeting!

Tuesday, November 12, 2019
4:00 p.m. - 7:00 p.m.
Jackson Lewis, PC
50 California Street, San Francisco

Learn more about the CalSavers
Retirement Plan Program

A panel of speakers will provide an overview and history of the CalSavers program, review similar offerings currently in place and in stages of considerations from other states, compare CalSavers to other employer plan options such as 401(k) plans, SEP IRAs, simple IRAs and the potential impact it might have on private sector savings, mandatory requirements, reporting, structure, and things to know!
Speakers
Katie Selenski, Executive Director
CalSavers Retirement Program
Mark Iwry, Nonresident Senior Fellow
The Brookings Institute
Visiting Scholar at the Wharton School

Perry Bacon, Financial Advisor
Wells Fargo Advisors
Moderator: Virginia Krieger-Sutton, Consultant
Johnson & Dugan

Register early!


Networking, hosted drinks & appetizers!
Member Fee: $55.00
Non-Member Fee: $95.00

Registration is required for all attendees


Learn more about the CalSavers
Retirement Plan Program

A panel of speakers will provide an overview and history of the CalSavers program, review similar offerings currently in place and in stages of considerations from other states, compare CalSavers to other employer plan options such as 401(k) plans, SEP IRAs, simple IRAs and the potential impact it might have on private sector savings, mandatory requirements, reporting, structure, and things to know!
Speakers
Representatives from CalSavers
Angel Garrett, Employee Benefits Attorney/Director
Trucker Huss, APC
Virginia Krieger-Sutton, Consultant
Johnson & Dugan
Perry Bacon, Financial Advisor
Wells Fargo Advisors
Western Pension & Benefits Council San Francisco Chapter


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