for CalSavers Update
June 9, 2022
Earn 2 FREE CE CREDITS
FREE* for Members
*FREE - Please note that members must call the office, register over the phone, and provide a credit card deposit of $25.00. Your credit card will only be charged for NO-SHOWS
ABOUT THE PROGRAM:
What You Will Want to Know About California State-Mandated Retirement Legislation (CalSavers) and How it Will Impact Your Dental Practice
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.
- Welcome & Introduction 6:00 PM
- Lecture Part A 6:05 PM TO 7:05 PM
- BREAK 7:05 PM TO 7:15 PM
- Lecture Part B 7:15 PM TO 7:45 PM
- Q&A / Wrap-up 7:45 PM TO 8:00 PM
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.
Download Registration Form
You may also simply call us at 818.576.0116 and register over the phone.