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April 2018

2018 CPP/FPC Study Group

April 24 @ 6:00 pm - August 28 @ 8:30 pm

2018 CPP/FPC Study Group
Starts April 24th – August 28th 2018
Tuesdays – 6:00 to 8:30 pm

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2018 OCCAPA Study Group Schedule

April 24 @ 6:00 pm - August 28 @ 8:30 pm

May 29, 2018 SECTION 4 HEALTH, ACCIDENT, AND RETIREMENT BENEFITS
June 5, 2018   SECTION 5 PAYING THE EMPLOYEE
June 12, 2018 SECTION 6 WITHHOLDING TAXES
June 19, 2018 SECTION 7 UNEMPLOYMENT INSURANCE
June 26, 2018 MID-TERM TEST
July 3, 2018    HOLIDAY (NO CLASS)

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June 2018

June Chapter Breakfast Meeting: 401K and Payroll

June 20 @ 7:30 am - 9:30 am

Speaker: Jason Colin Patrick, Fiduciary Advisors, LLC.  Jason is the Principal of Fiduciary Advisors, LLC.  Jason specializes in advisory services for 401(k)s, 403(b)s, defined benefit plans, non qualified deferred compensation programs and executive and key employee insurance solutions.

Please note that the meeting is on a Wednesday

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July 2018

Happy 4th of July – No Chapter Meeting

July 1 - July 21

The OCCAPA will not have a July Chapter Meeting.  Save the date, Thursday, 8/16/2018 for our August Chapter Dinner Meeting 5:30 pm – 7:30 pm at the Fountain Valley Claim Jumper.

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August 2018

August Chapter Dinner Meeting: Garnishments and Child Support Orders

August 16 @ 5:30 pm - 7:30 pm

Speaker:  Anne Wrye, CPP, Orange County Department of Education. Anne is a member of the OCCAPA. Anne has been a payroll professional with the Orange County Department of Education for many years.

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September 2018

September Chapter Meeting:

September 13 @ 3:00 pm - 5:00 pm

Topic:
Speaker: 

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October 2018

October Chapter Meeting: 401(k) Testing and Audit Requirements

October 18 @ 3:00 pm - 5:00 pm

Speaker: Thomas C. Lambert, CLU, ChFC, VP/Senior Consultant & Advisor. Starting his career in the early ’80s, Tom has always served the financial and retirement objectives of small and mid-sized businesses. Tom’s history with WESPAC initially began in 1982, where he became a senior officer and principal by the late ’80s.

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November 2018

November Chapter Meeting:

November 15 @ 3:00 pm - 5:00 pm

Topic: 
Speaker:  Leisa Reid, Productive Learning and Leisure, LLC.

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December 2018

Bring Your Boss to our December Chapter Breakfast Meeting: Year End Updates

December 12 @ 7:30 am - 9:30 am

Sponsor:

Please note a Wednesday date

Speaker: Jim Hart, Littler 

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