January 26 - Webcast: Practical and Tactical Actions for California Small Business Owners in 2022


Presenters
Speakers: Kevin Mahoney, CIMA®, AIFA®, Managing Director, Raymond James
Kristen Koluch, CFA® CFP®, Senior Vice President, Raymond James
John Carl, Founder and President, Retirement Learning Center

View live webcast: January 26, 2022,  2:00 p.m. PT 

Program length: 60 minutes

Members: FREE
Non-Members: FREE

Overview

It’s not what you earn—it’s what you keep. Small business owners may be missing out on tactics and strategies designed to help them maximize their business income and achieve retirement savings goals for themselves and their employees.  And with less than 6 months until the deadline for offering employees a retirement plan in the state of California, the time is now to evaluate your options. 

Attend this seminar to learn about complying with upcoming state mandates, evaluating CalSavers vs. alternatives, using qualified and executive compensation arrangements to increase retirement income security and implementing a plan governance process to mitigate fiduciary liability, as well as others.  CalSavers is starting to impose penalties for non-compliance – Understand your requirements and learn about your options during this program.

Learning Objectives

    1. Understand the California state mandate to offer a retirement plan.
    2. Use retirement plans to achieve business goals.
    3. Learn the elements of a plan governance process.
    4. Identify popular executive compensation arrangements.
    5. Consider financial wellness programs for employees.

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About the Presenters: 
Kevin Mahoney
Kevin Mahoney, CIMA®, AIFA®, Managing Director, Raymond James
Throughout his long career, Kevin has been devoted to helping people prepare for the most significant milestone in life – retirement. He helps corporate plan sponsors and their retirement, investment and finance committees meet their fiduciary responsibilities; and strives to help their employees and beneficiaries make meaningful progress toward their financial goals.

He has more than 25 years of experience in the financial services industry, and is a Certified Investment Management Analyst and Accredited Investment Fiduciary Analyst. He has extensive knowledge in key areas such as corporate retirement plan design, implementation, operation and distributions.
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kristen koluch
Kristen Koluch, CFA® CFP®, Senior Vice President, Raymond James
Kristen’s primary role on our team is analytics. Whether it is analyzing the investment menu of a pension plan client or evaluating asset allocation scenarios for a client’s portfolio, she draws upon her investment management experience to respond to our clients’ financial needs.

She appreciates that financial decisions can be emotional, complicating the decision-making process, and feels that maintaining a relationship with a trusted advisor is the key to having the confidence to pursue your financial goals.

She also leads the Women & Investing initiative of The Mahoney Group. She understands that female investors often face a complicated financial situation, balancing the roles of mother, daughter, wife, grandmother, colleague and friend – while putting their own needs last. As part of this initiative, she plans and hosts educational events for our female clients and prospective clients.
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John Carl
John Carl, Founder and President, Retirement Learning Center
John Carl is Founder and President of the Retirement Learning Center, the nation’s preeminent thought leader on retirement issues. He is the Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR and founding lecturer for The Retirement Advisor University (TRAU) at UCLA Anderson School of Management Executive Education. John also serves on the Government Affairs Committee for the National Association of Plan Advisors.
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Recertification Credit

SHRM Certification has approved this webcast for 1 PDC toward SHRM-CP and SHRM-SCP recertification. A program code will be provided at the end of the webcast. The program also meets recertification credit standards set by the HR Certification Institute and other HR certifying bodies, but candidates must manually enter their activity into their records.
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Thank you to Our Sponsors:



SHRM 401k Solutions by Raymond James is a branding name for the agreement between SHRM's and Raymond James where Raymond James offers SHRM audiences with 401(k) retirement plan services. Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services. Raymond James is not affiliated with Retirement Learning Center.

See website for important program information.

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Contact

Anne Gamino, CMP
650-378-1328
Anne.Gamino@shrm.org