SAVE THE DATE!
Please Join us for our November Chapter Meeting! Tuesday, November 12, 20194:00 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! SpeakersKatie 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
Please Join us for our November Chapter Meeting! Tuesday, November 12, 20194:00 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! SpeakersKatie 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
Please Join us for our November Chapter Meeting! Tuesday, November 12, 20194:00 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! SpeakersKatie 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
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
