WP&BC San Francisco Chapter Meeting (Topics: Fiduciary Rule and Tax Reform) and Holiday Event

  • December 07, 2017
  • 4:00 PM - 7:00 PM
  • Orrick, 405 Howard Street, San Francisco

Registration


Registration is closed
WP&BC San Francisco Chapter Meeting
Thursday, December 7, 2017 
CHAPTER MEETING
AND
HOLIDAY CELEBRATION
Sponsored by:
WHEN:
WHERE:
 
Thursday, December 7, 2017
Orrick
405 Howard Street, San Francisco 
TIME:    
4:00 - 4:30 p.m.: Registration and Networking
4:30 - 6:00 p.m.: Program
6:00 - 7:00 p.m.: Holiday Celebration

 

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!      

               

FOLLOWING THE PROGRAM: Please join us to celebrate the holidays and continue your networking. Hosted food and beverages are provided. 
         

FREE PASSES
Chapter 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 EDUCATION
CEUs for this event are available for Attorneys, CPAs and Actuaries. 

EASY WAYS TO REGISTER
WEBSITE - your credit card number is secure (or you can register and send in a payment by check) when you register online.

NOTE
For 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.

Western Pension & Benefits Council San Francisco Chapter


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