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Sherrie Boutwell to Speak at WP&BC Sacramento's 2024 Annual Legislative & Regulatory Update

We are happy to announce that Sherrie Boutwell will be a keynote speaker along with Melissa Kahn of State Street Global Advisors at the WP&BC Sacramento 2024 Annual Legislative & Regulatory Update on Wednesday, January 24, 2024. Sherrie has been honored for her expertise in Employee Benefits (ERISA) Law and is recognized as a leading authority in this field.


TOPIC DETAIL

Sherrie and Melissa will give you a bird’s eye view into the legislative and regulatory process on retirement issues.


What will the legislative agenda look like in 2024 and how might the election affect what happens in 2025 and beyond?


What are the key regulations to be issued by the Departments of Labor and Treasury, including SECURE and SECURE 2.0 guidance (including the recent LTPT employee proposed regulations), the latest on the DOL’s fiduciary rule saga, and more.


SCHEDULE

  • 4:30 - 5:00 PM Registration/Reception

  • 5:00 - 8:00 PM Meeting, Q&A

CONTINUING EDUCATION3 CE or 3 Hours each for:

  • California CPAs

  • ASPPA certifications

  • NIPA certifications

  • Certified Financial Planners, CFP

  • JBEA

  • MCLE for California attorneys

  • Enrolled Retirement Plan Agents and Enrolled Agents, ERP


For more information and to register for this exclusive event, please visit Event Link.

Secure your spot and be part of this insightful session to stay updated as we head into 2024!

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