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View More Western Pension & Benefits Council - Sacramento Chapter Webcasts and Conferences

Capital Forum on Pensions

Western Pension & Benefits Council - Sacramento Chapter

June 5, 2019
7:30 a.m. - 5:00 p.m.

The Capital Forum on Pensions (CFOP) provides an opportunity for Northern California retirement specialists to discuss employee benefits issues with colleagues. The program focuses on exchanging information and educating attendees about current regulatory, legislative, and administrative issues.

We are delighted to introduce this year's CFOP speakers:

  • Keynote: Stephen Forbes, J.D., ERISA Attorney, Educator
  • Kevin Donovan, CPA, EA, FSPA, FCA, Pinnacle Plan Design, LLC
  • Scott E. Galbreath, J.D., LL.M. (Tax), Murphy Austin Adams Schoenfeld, LLP
  • Aaron Karr, CRPS, APA, QKA, Ameriprise Platinum Financial Services


  • General Legislative Update
  • Ethics Case Studies
  • Self-Correction: Surviving IRS Scrutiny
  • CalSavers Panel Discussion
  • The Tax Cuts and Jobs Act of 2017
  • DC & DB: Ask the Experts Panel Discussion

Arden Hills Resort Club & Spa
1220 Arden Hills Lane
Sacramento, CA

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