Upcoming events

    • April 05, 2023
    • 3:30 PM - 4:30 PM
    • 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!


    • April 19, 2023
    • 3:30 PM - 4:30 PM
    • 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!


    • May 10, 2023
    • 3:00 PM - 6:30 PM
    • 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.



Western Pension & Benefits Council - San Francisco Chapter
1540 River Park Drive, Suite 211 - Sacramento, CA 95815-4608 - 916-550-2608



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