Navigating Fiduciary Responsibility and Common Compliance Concerns

in Retirement Plans

Join Us at Andrei's

Thursday, January 11, 2024

8:00 am to 9:45 am

It’s a new year, join us for an interactive discussion with professionals from CLA, one of the leading providers of Employee Benefit Plan audit services.

We Will Cover

Our Speakers

Nicole Aguilar, CPA, Principal CliftonLarsonAllen LLP

Nicole has more than nine years of experience with the employee benefit plan practice where she focuses on providing assurance services to plan sponsors. Nicole enjoys auditing employee benefit plans because she feels she is providing a valuable service to the plan sponsor and the plan’s participants.

Jason Garcia, Associate, CliftonLarsonAllen LLP

Jason has over two years of experience specializing in assurance services for employee benefit plans.

Continuing Education

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

Pricing

• Regular: $55 for members, $75 for non-members
  
• Gold Members: 1 prepaid ticket for each breakfast forum (online registration required)
• Corporate & Sponsor Members: 3 prepaid tickets for each breakfast forum (online registration required)

Doors open at 7:30 am for check-in, breakfast and networking.  Our program will begin at 8:00 am and this program will end at approximately 9:45 am.  The registration fee includes a full breakfast buffet and hosted valet parking.

• 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.   Look for the free guest offer when you register online
• The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.