LA East San Gabriel Valley DG: Pension/Retirement Plan Update | G3030518A

Instructors

Date :
May 17, 2018 8:00 AM - 9:00 AM
Location :
San Gabriel Valley
Facility :
Holiday Inn - West Covina
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Level of Difficulty :
Update
CPE Credits :
CPE 1.00
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Join the East San Gabriel Valley discussion group as Cathy Green will discuss some of the legislation that has effected retirement plans. Cathy will provide you with a better Understanding of what type of plan will be beneficial for your clients and when to suggest that they may be appropriate.

Objectives:

Participants will:
  • Learn the updates on legislation.
  • Gain an understanding on what retirement plan may be viable for your clients.
  • Understand what you need to know to help your client.

Major Subjects:

  • Recent Legislation
  • Current Trends
  • The primary characteristics of retirement plans including IRAs

Advanced Prep:

None

Misc. Information:

Registration
Opens at 7:30 AM.
Fees: $22/member, $62/nonmember.
Add $5 for same day and at door registration.
Includes breakfast.
Parking is free.
Location
Holiday Inn
3223 E Garvey Ave N
West Covina, CA 91791

Should you have any questions, please contact Program Associate Shelly Medina at shelly.medina@calcpa.org.
Level of Difficulty:
Update
Prerequisites:
None
Designed For:
CPAs and professional staff.

Instructors

Kathy Green
Cathy is a certified pension consultant and an Enrolled Retirement Plan Agent. She is a member of the American Society of Pension Professionals and Actuaries, where she has served on the board of directors and their education and examination committee. She has also chaired their national conferences. She is currently the co-chair of the Enrolled Retirement Plan Agent conference sponsored by ASPPA and the IRS. She regularly speaks at national conferences as well as local meetings for CPAs, brokers, and insurance agents.
No Agenda or Materials posted.