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Topic

CalSavers or 401(k) - Small Businesses Need to Decide

Recording Duration

00:42:00

Webinar Start Time

Sep 17, 2020 02:39 PM

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Speakers

Jonathan Hererra

Outreach & Marketing Manager @CalSavers

Jonathan Herrera is the Outreach & Marketing Manager for the CalSavers Retirement Savings Program, the state’s pioneering retirement savings program which will provide a path to retirement security for over seven million Californians who currently lack access to a retirement savings vehicle at work. Jonathan has over 20 years of experience working in both personal and government finance. Prior to joining the CalSavers team, he spent 3 years at the State Treasurer’s Office helping California’s local agencies invest their idle funds in the Local Agency Investment Fund (LAIF), and over 13 years at Citibank where he assisted with the organization’s business development and outreach strategies, and worked with a team of advisors to provide wealth management services and solutions for individuals, families, and businesses. Jonathan has a BA in Government from California State University, Sacramento.

Michael Rom

Managing Director @Pensionmark

Michael is a Managing Director at Pensionmark and brings over 30 years of experience in the financial services, ERISA qualified retirement plans and an advocate for small/mid-sized companies. As a pioneer in providing financial wellness services, Michael has front line experience in helping thousands of employees become more effective with their finances.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Sep 17, 2020 03:00 PM Pacific Time (US and Canada) Topic: CalSavers or 401(k) - Small Businesses Need to Decide Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_ujC_2Ge6Q-yn2q-hDgTduA After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Jonathan Hererra (Outreach & Marketing Manager @CalSavers) Jonathan Herrera is the Outreach & Marketing Manager for the CalSavers Retirement Savings Program, the state’s pioneering retirement savings program which will provide a path to retirement security for over seven million Californians who currently lack access to a retirement savings vehicle at work. Jonathan has over 20 years of experience working in both personal and government finance. Prior to joining the CalSavers team, he spent 3 years at the State Treasurer’s Office helping California’s local agencies invest their idle funds in the Local Agency Investment Fund (LAIF), and over 13 years at Citibank where he assisted with the organization’s business development and outreach strategies, and worked with a team of advisors to provide wealth management services and solutions for individuals, families, and businesses. Jonathan has a BA in Government from California State University, Sacramento. Michael Rom (Managing Director @Pensionmark) Michael is a Managing Director at Pensionmark and brings over 30 years of experience in the financial services, ERISA qualified retirement plans and an advocate for small/mid-sized companies. As a pioneer in providing financial wellness services, Michael has front line experience in helping thousands of employees become more effective with their finances.

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