PRESENTS OUR 32nd ANNUAL SEMINAR
A REVIEW OF QUALIFIED RETIREMENT PLANS UNDER CURRENT LAW
Click here to view our 2025 Fall Newsletter & Invitation.
This complimentary seminar is designed for accountants and financial advisors and includes a retirement plan design overview and regulatory update. Continental breakfast, training materials and 2 hours continuing education credit for CPAs, CFPs, EAs and CA Life Insurance are included. All Seminars are from 9:00-11:00 AM. This event also serves as a great opportunity to invite any business partners to attend.
To self-register please click on your desired location below 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

