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Robert Hall & Associates Presents

What California Business Owners Need to Know About CalSavers!


Tuesday, August 20th 2019
 
Check-in: 6:30 pm
Seminar: 7:00 pm - 8:30 pm 

ABOUT THIS EVENT

The CalSavers program officially opened July 1, 2019.  This program applies to all California business owners with 5 or more employees.  Don’t miss this presentation as we will cover the effects of CalSavers to the Employer and Employee.  Learn if CalSavers is right for you or if there are better options available.
 

  • Seminar Topics Include:
     
    1. What is CalSavers?
    2. What is my responsibility as a CA business owner?
    3. How does CalSavers affect my employees?
    4. What are the alternatives to CalSavers?
    5. and Much More
     


-  Seating is limited & for experienced investors.  Reservations required.

COST

Complimentary


OUR SPEAKERS

TONY WATSON,  EA,  ROBERT HALL & ASSOCIATES

 
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Tony Watson personally manages clients with over $50 million in real estate holdings and consults with over 30 property flipping companies. He has spoken for over a hundred different trade organizations throughout the state of California. Tony is a federally  licensed tax practitioner who can advise, represent, and prepare tax returns for individuals, partnerships, corporations and any other entity with tax-reporting requirements. (roberthalltaxes.com)

EMILY VINCENT,  President,  DOUGLAS M. FARR & CO., INC

 
Emily Vincent, QKA, is President of Douglas M. Farr & Co., Inc, a third-party retirement plan administration firm located in La Crescenta, California. She works with business owners, financial advisors, and tax professionals to develop effective retirement strategies for her clients. Whether a business owner is thinking about implementing a retirement plan for their company, or re-evaluating their current plan, Emily and her team possess the tools and experience to provide cutting-edge retirement solutions.

After assessing a business owner’s tax situation and retirement goals, Emily determines what type of plan will be most advantageous for the owner to install. She designs and administers a wide variety of qualified plans including 401(k), 403(b), Profit Sharing, Defined Benefit, and Cash Balance Plans. In addition, she specializes in taking over distressed plans with compliance shortcomings and has experience preparing the necessary IRS documents to remedy compliance and document failures.

Emily is a Los Angeles-area native and 2002 graduate of La Canada High School. She holds a Bachelor of Business Administration degree from Pacific Lutheran University. In addition, Emily is recognized as a Qualified 401(k) Administrator (QKA) by the American Society of Pension Professionals and Actuaries (ASPPA). In her spare time she is an avid long-distance runner and has completed several marathons. She is a proud wife and mother of two daughters.







EVENT DETAILS

Robert Hall & Associates
300 W. Glenoaks Blvd. 3rd Floor
Glendale, CA 91202

Parking is free, Reservations required.