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CalBar Connect partners with the ABA Retirement Funds Program to provide a comprehensive and affordable retirement plan solution available exclusively to the legal community.

Built by lawyers - powered by pros®, the ABA Retirement Funds Program has provided flexible, tailored retirement plans exclusively to the legal community for nearly 60 years. Our structure allows your firm to focus on the success of the practice while we provide the highest standard of fiduciary protection afforded to an individual retirement plan, reducing your fiduciary risk.

We provide an investment platform with options to allow for optimal choice and flexibility for your participants and a fully bundled service model, custom-designed to meet the unique needs of your firm, to help you and your plan participants learn more, save more and worry less. And we offer all of this at a competitive price whether you are a solo practitioner or a large legal organization. Through the unique culture created between the ABA Retirement Funds and our service providers at Voya, Mercer, and TD Ameritrade, we aim to help every California law firm, lawyer, and legal professional to and through retirement.

The ABA Retirement Funds Program and CalBar Connect will host a live webinar on Wednesday, October 6 at noon PST – “California Law on Sponsoring a Workplace Retirement Plan – What you need to know.” Join us to learn about recent California legislation requiring employer-sponsored retirement plans for businesses with more than 50 employees by June 30, 2021, and businesses with more than five employees by June 30, 2022. In this live webinar, we will review details around the legislation, the California plan (CalSavers), and alternative options for your firm. Register here.
Refi Your Federal Student Loans at Low Rates Today + Don't Pay Until Jan 2022
CalBar Connect has partnered with SoFi to provide members access to benefits for student loan refinancing, including an exclusive 0.125% rate discount* if you apply through SoFi.com/CalBar.
 
Have Federal loans? SoFi can help you take advantage of our historically low rates, while also delaying payments through the end of January 2022, when federal student loan forbearance is scheduled to end. Click on New Student Loan Refinancing tile at SoFi.com/CalBar.
 
CLA Members Save More! CLA members can receive up to a 0.25% rate discount* if you apply through SoFi.com/CLA! 
*Terms and conditions apply. Offer good for new customers only and subject to lender approval. To receive the offer, you must: (1) register and/or apply through the referral link you were given; (2) complete a loan application with SoFi within 90 days of your application start date; (3) and meet SoFi’s underwriting criteria. Once conditions are met the interest rate shown in the Final Disclosure Statement will include an additional 0.125% or 0.25% rate discount because of your involvement with a SoFi partner company at the time of loan origination. Cannot be combined with other rate discounts, with the exception of the 0.25% autopay rate discount. Autopay is not required to receive a loan from SoFi. SoFi reserves the right to change or terminate the Rate Discount Program to unenrolled participants at any time with or without notice.
Top 7 Mistakes Lawyers Face with Their Trust Account (and How to Avoid Them)
Join this free webinar on the seven most common mistakes that attorneys face with managing their trust account and staying compliant with trust regulations.

In this live webinar, only for California lawyers, Tom Boyle will walk through real-world examples and cover actionable steps that you can implement in your law firm. Tom is a Certified Public Accountant with past experience with Deloitte & Touche. He has presented over 100 webinars and CLE presentations on trust accounting and legal accounting to more than 10,000 attorneys and legal staff over the past 5 years.

 The webinar will be on Wednesday, September 29, at Noon PST. Sign up here.
MyCase Rules-Based Calendaring is Here!
We are excited to announce the release of rules-based calendaring in MyCase! With this new integration, you can spend less time managing deadlines and more time on what really matters.

Learn more here! Remember that with CalBar Connect, you receive:
  • 10% lifetime discount
  • Free 10-day Trial
  • Free, unlimited free award-winning customer support
  • Free access to knowledge center resources and training
Fill Out Court Forms 50% Faster
Save time, avoid errors, and improve profitability with Lawyaw’s powerful document automation and court form tools designed specifically for legal professionals.
 
CalBar Connect attorneys who become new users of Lawyaw can save 5% off their first year and CLA Members save 10%! Learn more here.
 
Set up a meeting to discuss practical examples of how this technology is being used by more than 1,200 law firms across the country for a wide range of practice areas. Email hello@lawyaw.com and mention the promo code CALBAR or CLA-MEMBER to save.
CalBarConnect.com is the website managed by Cal Bar Affinity (Affinity) which makes quality products and services available to licensed California lawyers and California Lawyers Association (CLA) members at discounted rates and/or special negotiated terms. A subsidiary of California ChangeLawyers (a 501(c)(3) charitable organization formerly named the California Bar Foundation), Affinity also oversees and administers the State Bar of California-sponsored insurance programs pursuant to CA Bus & Prof Code §6141.3.
This email contains affiliate links. Revenues received help California ChangeLawyers, California Lawyers Association, and the California Lawyers Foundation fund access to justice, diversity, equity and inclusion, and civics engagement efforts, and support legal aid organizations, and fellowships for law students and new lawyers. Sponsored advertising does not imply endorsement by the State Bar of California, Cal Bar Affinity, or the CLA. With a range of practice areas and varying business needs, attorneys should conduct their own due diligence before purchasing any products or services.
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