CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

CalSavers - California's Mandatory Retirement Program

4.7 (39)

Terri Mcgray, CFP, Others

longevitycapitalmgmt

Tuesday, October 08, 2019 | 01:30 PM EDT

  • CPA

1.5 Credits

FREE

Subject Area

Specialized Knowledge

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Course Description

California just launched the largest state-run retirement plan in the nation. This Free CPE webinar will discuss what it means for your business & how this program could impact other states. State Senate leader Kevin de Leon who wrote the bill, says this is the largest expansion of retirement security since the New Deal. No matter whether your company offers a qualified retirement plan or not, you need to understand how this program works because it will likely impact all businesses. We will discuss our national retirement crisis and review the advocates & opponent’s view of this program as well as compare CalSavers to other state-run programs and discuss why over 30 other states are considered similar legislation.

Learning Objectives

  • How the program works and important dates and deadlines.
  • Costs, investment options and details of the program
  • How this program could affect other states and the current legislation and studies conducted by up to 40 other states across the nation.

Who Should Attend?

  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

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    [average] => 4.7179
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4.7

(39)
74%
23%
3%
0%
0%