Maximize Impact: CalSavers Guide & Marketing Strategy for Micro Enterprises

This webinar will refresh your understanding of the program and introduce a dynamic marketing strategy for micro enterprises. We're counting on your help to spread the word—join us to learn how you can actively engage and amplify our efforts in your communities.
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Meet the Instructor:
Jonathan Herrera

Jonathan Herrera is the Director of Strategic Stakeholder Engagement and Customer Experience for CalSavers, the State’s pioneering retirement savings program which will provide a path to retirement security for over seven million Californians who lack access to a retirement savings plan at work. Jonathan has over 20 years of experience working in personal, small business, and government finance. Prior to joining the CalSavers team, he spent 3 years at the California State Treasurer’s Office helping California’s local agencies invest their idle funds in the Local Agency Investment Fund (LAIF), and 13 years at Citibank where he assisted with the organization’s business development and outreach strategies, and worked with teams of advisors to provide wealth management services and solutions for individuals, families, and small businesses. Jonathan has a BA in Government from California State University, Sacramento.