On Demand Webinar: California Action Plan for Advisors

Establish an effective action plan and expand your book of business in California

Watch On-Demand Webinar

In partnership with Paychex, this webinar provides a comprehensive guide to Financial Advisors seeking to expand their book of business in California in light of the upcoming CalSavers mandate.

We’ve written before on the sheer size of this opportunity: more than 1.5 million businesses in California will be affected.

From Paychex: This 30-minute presentation will provide you with an action plan to help your clients prepare for the deadline. We’ll also review different savings options so you can recommend the best retirement strategy for their business. You’ll learn:

  • The CA retirement mandate – what is it?
  • Which businesses need to comply?
  • What are the options?
  • Deadlines and penalties
  • CalSavers auto-IRA vs. 401(k): find the best fit for your clients

Note: This webinar is not eligible for CPE or IRS CE credit.

This content is for educational purposes only, is not intended to provide specific legal or financial advice, and should not be used as a substitute for the legal advice of a qualified attorney or financial professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.
Establish an action plan and expand your book of business in California
Watch On-Demand Webinar