Appearances

Oct
21
Sun
2018
ASPPA Annual Conference @ National Harbor, MD
Oct 21 – Oct 24 all-day

Presentation: Various Sessions on Recent Legislation

Oct
25
Thu
2018
GROW! Session for Advisors @ Durham, NC
Oct 25 @ 8:00 am – 11:00 am

Presentation: The Tax Cuts and Jobs Act of 2017: Utilizing Retirement Plans to Optimize the New 20% Deduction

Nov
14
Wed
2018
Seminar for Los Angeles NIPA Chapter @ Los Angeles, CA
Nov 14 all-day

Presentation: A Deep Dive Into the Tax Cuts and Jobs Act of 2017 and Its Impact on Qualified Plans

Nov
15
Thu
2018
Datair’s Ultimate Cash Balance Seminar @ Chicago, IL
Nov 15 – Nov 16 all-day

Presentation: Cash Balance Plans

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