Join us at Andrei's!

Tuesday, January 10, 2023

3:00 pm - 6:00 pm

Washington Update & Social Hour

with Brian Graff

Brian Graff, CEO of the American Retirement Association, joins us from Washington, D.C. to provide insight on the latest legislative and regulatory updates. Topics will include:

• SECURE 2.0 - Brian will discuss the latest status of retirement legislation and changes for which plans, and providers should prepare.
• ESG Regulation – Brian will go over the final rules for environmental, social, and governance (ESG) factors in plan investment decisions.

Doors open at 2:30 pm for check-in and networking. Our program will begin at 3:00 pm and we hope you will stick around afterwards to mingle during the hosted social hour that will begin at approximately 4:40 pm. The registration fee includes a hosted bar, appetizers and valet parking.

Continuing Education:

• 2 CE for AIF 
• 2 CECs for ERPA (pending)
• 2 CPEs for ASPPA certifications
• 2 CECs for NIPA certifications
• 2 hours for California CPAs 
• 1.75 hours of California MCLE
• 2 hours for Certified Financial Planners (pending)
• 2 CE for CRPS 
• 2 CE for CEBS

Pricing:

• Early Bird (through December 23rd): $45 for members, $65 for non-members 
• Regular: $55 for members, $75 for non-members
• Gold Members: 1 prepaid ticket for each breakfast forum
• Corporate & Sponsor Members: 3 prepaid tickets for each breakfast forum

• WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Please email info@wpbcorangecounty.org with guest information.