Appearances

Jun
26
Tue
2018
Webinar for Actuarial Consulting Clients
Jun 26 @ 10:00 am – 12:00 pm

Presentation: When Good Defined Benefit Plans Go Bad

Jul
11
Wed
2018
John Hancock Webinar
Jul 11 @ 11:00 am – 1:00 pm

Presentation: A Deep Dive Into the TJCA of 2017 and Its Impact on Qualified Plans

 

Jul
19
Thu
2018
Seminar for San Francisco NIPA Chapter @ San Francisco, CA
Jul 19 all-day

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

Jul
27
Fri
2018
GROW! Session for Advisors @ Los Angeles, CA
Jul 27 @ 11:30 am – 1:00 pm

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

Aug
10
Fri
2018
2018 ACOPA Actuarial Symposium @ Chicago, IL
Aug 10 – Aug 11 all-day

Presentation: The Impact of Recent Regulations on the Pension Field

Aug
16
Thu
2018
Seminar for Orange County NIPA Chapter @ Orange County, CA
Aug 16 @ 11:00 am – 1:00 pm

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

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

Presentation: Various Sessions on Recent Legislation

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