Upcoming events

Switch to Calendar View

• Secure 2.0 - What's Effective and Planning Opportunities

  • When
    April 05, 2023
  •  
    3:30 PM - 4:30 PM
  • Location
    Zoom Meeting

  Register

  Join us for Part One of our Secure 2.0 webinars!
  Wednesday, April 5, 2023
  3:30 p.m. to 4:30 p.m.

  
  

  Topic:
  Secure 2.0 - What's Effective and Planning Opportunities

  Come join us for a lively discussion on The Secure Act 2.0 which became law on December 29, 2022. Secure 2.0 builds on the first Secure Act and added in provisions intended to expand coverage, increase retirement savings, and simplify and clarify retirement plan rules. We will have an open discussion on what is effective and planning opportunities led by Alison Wright, Hanson Bridgett, and William Berry, Orrick. 

  Speakers:
  

  Alison Wright
  Partner
  Hanson Bridgett

  William Berry
  Senior Counsel
  Orrick

  The webinar is a casual discussion covering
  current hot topics!

  This webinar is complimentary to members!
  

  
  

  Show details
• Secure 2.0 - Matching Student Loan Payments

  • When
    April 19, 2023
  •  
    3:30 PM - 4:30 PM
  • Location
    Zoom Meeting

  Register

  Join us for Part Two of our Secure 2.0 webinars!
  Wednesday, April 19, 2023
  3:30 p.m. to 4:30 p.m.

  
  

  Topic:
  Secure 2.0 - Matching Student Loan Payments

  Come join us for a lively discussion on The Secure Act 2.0 which became law on December 29, 2022. Beginning in 2024, when an employee makes student loan payments, the employer will have the option to match the loan payments as if they were payment to a qualified retirement plan. We will discuss the matching student loan payments led by Alison Wright, Hanson Bridgett, and William Berry, Orrick. 

  Speakers:
  

  Alison Wright
  Partner
  Hanson Bridgett

  William Berry
  Senior Counsel
  Orrick

  The webinar is a casual discussion covering
  current hot topics!

  This webinar is complimentary to members!
  

  
  

  Show details
• Global Investment Environment – Diversified Asset Allocation

  • When
    May 10, 2023
  •  
    3:00 PM - 6:30 PM
  • Location
    560 Mission Street

  Register

  
  

  
  

  JOIN US IN-PERSON!
  WEDNESDAY, MAY 10, 2023
  SEYFARTH SHAW
  560 MISSION STREET

  Inflation, geopolitical conflict and demographic changes have brought volatility to investments in our post-COVID world. Join us to get caught up on the latest global market data and trends; stay to reconnect during the social/networking session to follow. Don't wait to register! Details below.

  With over 30 years of investment experience, and 17 of those years at T. Rowe Price, Chris Dillon is a Global Multi-Asset Investment Specialist who is responsible for articulating the overall investment views of the firm.  Chris is a Cum Laude graduate of the University of Delaware where he studied history and economics, earned an MBA from Wilmington University and is CFA Charter holder.    

  3:00-3:30 p.m. - Registration 
  

  3:30-5:00 p.m. - Program       
  

  5:00-6:30 p.m. - Social Hour 
  
  

  REGISTER EARLY - The cost is $55 for WP&BC Members, $95 for Non-members. COMPLIMENTARY FOR PLAN SPONSORS (Members and Non-members). No refunds after May 3, 2023, but substitutions are permitted at any time.
  

  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.

  CONTINUING EDUCATION
  

  CEUs for this event are available for Attorneys, CPAs and Actuaries. 

  QUESTIONS? Contact our office at (916) 550-2608 or email frank@wpbcsf.org.

  Show details