Print Page | Contact Us | Sign In | Register
March 15, 2019 Workshop
Tell a Friend About This EventTell a Friend
 

Join us for this exciting program! Details to come.

3/15/2019
When: 03/15/2019
8:30 AM
Where: Aqua Turf Club
556 Mulberry Street
Plantsville, Connecticut 
United States
Contact: Sharon S. Bruce, CAE
860.519.0023


Online registration is closed.
« Go to Upcoming Event List  

CASBO Timely Topic Workshop

Friday, March 15, 2019

The AquaTurf Club, 556 Mulberry Street, Plantsville (section of Southington), CT

Meeting Materials:   Handouts (pdf)        Overview (ppt)        Financial Literacy (ppt)     Importance of Education (ppt)        Retirement Education for Public Employees (pdf)

Schedule

All sessions will be presented by financial advisors and business official.

8:30 am

Registration – Sign-in required for CEU verification. Coffee and pastry served.

8:50 am

Welcome & Introduction of Speaker – Vincent Masciana, President & Holly McCalla, Vice-President

9:00 am

403(b), 457, & ROTH

This session will address the importance of tax deferred funds for employees. We will compare and contrast the 403(b) vs. 401k, ROTH 457, 457, and tax-deferred savings. What are the regulations, advantages, and disadvantages of each?

9:45 am

Break

9:55 am

Roles, Responsibilities & Compliance

You have questions, we have answers to:

What is a plan document? Who is eligible? What is universal availability?

Who is eligible for your plan? Who still has their money invested with your district? What is the district’s fiduciary responsibilities? Are you ready for the audit? Where does the TPA fit in?

11:40 am

Legislative Update

David Lenihan, CASBO Director of Government Affairs

Dave will provide a brief update of the legislative session

12:00 pm

Lunch – Hot Buffet

1:00 pm

Importance of Staff Education

Join us for this session to examine:

How to encourage participation? What is the value of making education available to staff?

How to explain the value of participation to teachers? What are the best practices for staff education?

2:15 pm

Q&A – Next Steps

As a wrap-up to the day, we’ll answer any lingering questions and examine next steps to put this information into action.

3:00 pm

Conclude

 

CASBO Members are encouraged to invite district guests to whom this program will be of interest.

Schedule, topics, and speakers are subject to change.  Program outcomes:  Attendees will gain a better knowledge of the SDE processes and legislative issues.  This workshop will provide attendees with .5 CEU credits.  To qualify for full CEU credits; you must sign-in by 9:00 a.m. and sign-out no earlier than 3:00 p.m.  To qualify for .3 CEU credits, you must sign-in by 9:00 a.m. and sign-out no earlier than 12:00 p.m.


Featured Members

Our Location

11 High Gate Lane, West Hartford, CT 06107-1010

Phone: 860.519.0023