Appearances

Aug
20
Mon
2018
In-House Seminar @ Atlanta, GA
Aug 20 – Aug 22 all-day

Presentation: Various Retirement Plan Topics

Aug
21
Tue
2018
ProSeries for Advisors @ Atlanta, GA
Aug 21 @ 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
22
Wed
2018
ASPPA Benefits Council @ Atlanta, GA
Aug 22 @ 7:30 am – 10:00 am

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

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
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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