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Breakfast Forum: Legislative and Regulatory Update with Stephen Forbes

  • Wednesday, September 18, 2013
  • 7:30 AM - 10:00 AM
  • Hyatt Regency Irvine, 17900 Jamboree Road, Irvine


  • Early Bird pricing
  • Early Bird pricing

Registration is closed

Please join us for our first Breakfast Forum of the 2013-2014 membership year!

Steve's informative presentation will feature the latest on the following topics:

  • ERISA Recapture and Forfeiture Accounts
  • Participant Fee Disclosure Deadlines
  • In-Plan Roth Transfer
  • IRS Compliance Survey

Time has also been allotted at the end of this Forum for Steve to lead a Q&A session.  Please take advantage of this opportunity by submitting your question for Steve when you register online.  We will accept questions through Friday, September 6.

Continuing Education:

  • 2.5 hours for California CPAs
  • 2 CE credits for ASPPA certifications
  • 2 CE credits for NIPA certifications
  • 2 hours for Certified Financial Planners
  • 2 hours MCLE for California attorneys
  • 2 CPE credits for CEBS
  • 2 hours for Enrolled Retirement Plan Agents and Enrolled Agents

Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. Please note that we allow extra time for Steve's information-packed session, so this program will end at approximately 10:00 a.m.  The registration fee includes a full breakfast buffet and hosted parking in the self-parking lot at the Hyatt.

The reservation deadline for this event is Thursday, September 12, 2013.  

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.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

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