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CalSavers: California’s State-Mandated Retirement Plan

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  • CalSavers: California’s State-Mandated Retirement Plan

    • In this webinar, we explain the state-mandated CalSavers retirement plan program and compare to a sponsored plan. Topics will include:

    • Retirement Planning Overview
    • What is CalSavers?
    • CalSavers vs. 401(k)
    • Questions

     

    Webinar Date: April 19, 2022 (repeat)

    Panelists: Cody Martin, Dan Rush

     

    Webinar Date: March 9, 2022

    Panelists: Cody Martin, Dan Rush

    DISCLAIMER:

    This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. The services of an appropriate professional should be sought regarding your individual situation.

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