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December Lunch & Learn: CalSavers Employee Benefits

December 13, 2023 @ 12:00 pm - 1:00 pm
On Zoom Free

Bite size opportunities for connection and capacity building!

“Lunch and Learns” are a sociable, collaborative way to foster
a culture of learning and knowledge sharing in our nonprofit sector.
They offer a space for discussion, support professional development,
and provide an opportunity for people to get to know each other!

WHEN: Wednesday, December 13, Noon – 1:00 PM
WHAT: “CalSavers and the Personal Financial Health & Wellness of your Team – are you compliant?”
  • Nonprofits with 5 or more employees are required to have a retirement plan for their employees
  • CalSavers is a good option for nonprofit employers to consider (if they don’t already have a retirement plan).
  • Many employers are struggling with CalSavers Compliance and Employees are facing a very challenging economy.
  • Especially now, as CalSavers is beginning enforcement of the law and issuing fines, employers should know their options when it comes to compliance with the Law.
  • Factors such as high inflation, high interest rates and a looming recession have cut deeply into the ability of many employees, especially in CA, to thrive financially.
  • We will discuss options which may be available to help reduce the hardship these factors are causing in the everyday lives of employees and their families.
  • With plenty of time for your Q&A

WHO: Chris George, Regional Vice President of Primerica (an NPC Ally) a leading financial services provider for over 40 years,

HOW: Register https://tinyurl.com/4b478em2 for a Link to Join

Christopher George of Primerica is an Investment Advisor with over 24yrs experience guiding families and individuals toward wealth and financial independence here in the Tri-county area and beyond. Chris is a well-known trainer in his industry and is frequently asked to speak and train financial services representatives across California. His firm has now built and oversees nearly 60 retirement plans for local For Profit, NonProfit and religious organizations.

Thanks to Jessica Evanjelista, Arts Education Associate Arts Council Santa Cruz County for the artwork!

Next session, Wednesday, January 10, 12:00 – 1:00 PM
Saul Ettin of Community Vision – “Nonprofit Owned Shared Work Space”

 

Date:
December 13, 2023
Time:
12:00 pm - 1:00 pm
Cost:
Free

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