GROW! Session for Advisors May 17th

GROW! Session for AdvisorsLunch and Learn for Advisors


The Tax Cuts and Jobs Act of 2017:

Utilizing Retirement Plans to Optimize the New 20% Deduction
  • Financial advisors in attendance will gain some much needed clarity on the Tax Cuts and Jobs Act of 2017’s newly-imposed 20% deduction for pass-through entities.
  • We will introduce the new IRC §199A and define Qualified Business Income (QBI), as many business owners will be asking their financial advisor for clarity on this.
  • We will highlight retirement plan strategies that aim not only to maintain the current power of pension contributions, but that make them stronger than ever before.
  • We will illustrate through examples the phase-out of the §199A deduction for specified service trades or businesses, and how the plan can be even more valuable for these businesses.
  • How to spot planning opportunities


  • Thursday, May 17th
  • 11:30 am – 1:00 pm
  • Fleming’s Prime Steakhouse
  • 6360 North Campbell Avenue
  • Tucson, AZ 85718
  • 1 CFP® Credit Hour

Lunch is complimentary; space is limited

Continuing Education

  • 1 CFP® Credit Hour


  • Kevin J. Donovan, CPA, EA, FSPA, FCA is a leading actuary, published author and frequent speaker in the pension field.


Adam Johnson, MBA, Regional Vice President  | (480) 677-9092

Art Villar, Defined Contribution Advisor Consultant  |  (562) 354-6077


Derrick J. Amey, CFA®, Vice President   |  (310) 367-7644



If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.

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