TOPICS INCLUDE:
• ERISA Fiduciary Status of Your Clients’ Retirement Plans
• Upcoming Compliance Requirements for any ERISA Covered Plan
• Additional Practice Revenues by Outsourcing the Compliance Review Process for Your Clients
• Three Biggest Liability Actions a Business Owner Makes When Having a 401(k)
• Current Estate Tax Environment
• Estate Planning & Design of Living Trust
• Additional/Sophisticated Estate Planning Arrangements

This complimentary three hour seminar is designed for accounting professionals, in-house counsel and CFOs. The program offers 2.75 hours MCLE credit for attorneys.*

Seminar registration and continental breakfast will begin at 7:30 a.m.
Parking: Complimentary Self Parking at the Civic Center. Please enter on the corner of 4th St. & Civic Center (directly across from the Doubletree) and we will validate.

Questions? Contact Hydee Hall at (213) 341-1382 or HHall@ClarkTrev.com

For more information, please contact Integrated Asset Management, LLC contact Page Khalajestani at (866) 945-7649 x-711 or Hydee Hall of Clark & Trevithick at (213) 341-1382

This workshop is presented by Clark & Trevithick and Integrated Asset Management, LLC. Please join us for breakfast.

* Clark & Trevithick is a State Bar of California MCLE provider.

Co-Sponsored by