PRESENTS OUR 33rd ANNUAL SEMINAR
A REVIEW OF QUALIFIED RETIREMENT PLANS UNDER CURRENT LAW

Click here to view our Newsletter & Invitation which includes seminar topics.

This complimentary seminar is designed for accountants and financial advisors. This event also serves as a great opportunity to invite any business partners to attend.

  • 9:00-11:00 AM throughout Northern & Southern California
  • Complimentary seminar includes continental breakfast and training materials
  • Earn 2 CE credits for CPAs, CFPs, EAs, and Life Insurance

REGISTER by clicking below on your desired location or contact Jolie Conkling at seminars@nicholaspension.com or 916-638-5700.

Continuing Education Seminars

Our seminars provide Continuing Education Credits for CPAs, CFPs, EAs and Life Insurance.

Contact one of our Consultants for a private seminar. Recent meetings include:

  • Financial Planning Association
  • San Francisco Bar Association

SAN FRANCISCO

Tuesday, Oct. 20, 2026

PALACE HOTEL
2 New Montgomery Street, San Francisco, CA 94105 – (415) 512-1111

WALNUT CREEK – Alamo

Wednesday, Oct. 21, 2026

ROUND HILL COUNTRY CLUB
3169 Round Hill Road, Alamo, CA 94507 – (925) 934-8211

SAN JOSE

Thursday, Oct. 22, 2026

SIGNIA BY HILTON SAN JOSE
170 S Market Street, San Jose, CA 95113 – (408) 998-1900

SACRAMENTO – Rancho Cordova

Friday, Oct. 23, 2026

SACRAMENTO MARRIOTT RANCHO CORDOVA
11211 Point East Drive, Rancho Cordova, CA 95742 – (916) 638-1100

BEVERLY HILLS – Los Angeles

Tuesday, Oct. 27, 2026

BEVERLY HILLS MARRIOTT
1150 South Beverly Drive, Los Angeles, CA 90035 – (310) 553-6561

SAN DIEGO – La Jolla

Wednesday, Oct. 28, 2026

SAN DIEGO MARRIOTT LA JOLLA
4240 La Jolla Village Drive, La Jolla, CA 92037 – (858) 587-1414

IRVINE

Thursday, Oct. 29, 2026

MARRIOTT IRVINE SPECTRUM
7905 Irvine Center Drive, Irvine, CA 92618 – (949) 759-0200