Group: East Bay

The East Bay CouncilONE group meets on the 2nd Thursday of the month. We alternate every other month between an in-person meeting and zoom.

Our Featured Speaker this month is 

David Espineira, CFP®, CRPS®

Retirement Plan Advisor | Burton Enright Welch

Secure 2.0 Act

SECURE 2.0 was passed by Congress in December of 2022 and with it comes a slew of changes to 401(k) plans. Included are provisions to increase retirement savings, clarify 401(k) plan rules, and expand coverage. David will highlight some of the key takeaways that you should be aware of.

This month we'll be meeting in-person at member Chris Mead's office.

Address:

Womble Bond Dickinson

1333 N. California Blvd. Ste 450, in Walnut Creek

NOTE: Special parking instructions due to Walnut Creek Plaza construction.

Parking - The Bonanza entry/exit to parking and entering the building from the courtyard will be closed. Street parking will also be blocked off directly in front of the Plaza on California.

Visitors should use the Mt. Diablo entrance to access/exit the garage and the building.  Parking will also be available on Mt. Diablo Blvd. 

ADA access will be via the garage by driving in through the Mt. Diablo gate.  Once inside, normal handicap and visitor parking will be available.

View Plaza access map here.

Please register yourself and your guest if you are bringing one.

If you are a CouncilONE member or have attended a CouncilONE meeting as a guest in the past year, please RSVP here.

If you are not a member and would like to attend this meeting, please fill out our guest inquiry form.