CalSavers Update

  • Thu, Oct 28, 2021 | 6:00 PM - Thu, Oct 28, 2021 | 8:00 PM

Register for CalSavers Update

 

October 28, 2021 
Thursday 6:00pm-8:00pm 
Earn 2 FREE CE CREDITS 
   
FREE* for Members                                         
$35 Non-Members
$25 Auxiliaries & Retired Members 
Free for Dental Students & Residents

*FREE - Please note that members must call the office, register over the phone, and provide a credit card deposti of $25.00. Your credit card will only be charged for NO-SHOWS


ABOUT THE PROGRAM: 

Tim  M.
                    Tim McNeely


Course Description:

What You Will Want to Know About California State-Mandated Retirement Legislation (CalSavers) and How it Will Impact Your Dental Practice

Learning Objectives: 

In this legislative update, you will learn what The CalSavers Retirement Savings Program is, who it applies too, important deadlines, where to go for support, along with a way to decide if CalSavers is right for you and your dental practice.  You will also learn how you can opt out of CalSavers and what alternatives exist.  For those of you with an existing retirement plan you will be provided an overview of the roles and responsibilities of sponsoring your own plan, how to determine if your plan is the best fit, and how you can minimize your liability of sponsoring a plan.

 

SCHEDULE:

  • Welcome & Introduction:  6:00 PM
  • Lecture Part A:  6:05  -  7:05 PM
  • Break:  7:05 - 7:15 PM
  • Lecture Part B:  7:15PM - 7:45 PM
  • Q&A/ Wrap-up:  7:45pm - 8:00PM
 
 

ABOUT THE SPEAKER:

Tim McNeely is founder and CEO of The LifeStone Companies and the host of Dental Wealth Nation.  He consults with driven dental entrepreneurs helping you implement lessons from the Super-Rich so you can reclaim your time and live an amazing life of significance.  Tim does this by helping your address five key areas of your financial life: preserving your wealth, minimizing your taxes, taking care of your heirs, ensuring your assets are not unjustly taken, and supporting the causes you care about.

He was invited to contribute the foreword to Becoming Seriously Wealthy: How to Harness the Strategies of the Super Rich and Ultra-Wealthy Business Owners and he is excited to help you thrive in these challenge times

Sponsored by:

                           San Fernando Valley Logo

PCIHIPAA logo (002)        Rectangle Health 


Download Registration Form
Online Registration

You may also simply call us at 818.576.0116 and register over the phone.

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