Join us for our first meeting of 2025! There'll be an educational course; networking, guest speakers and lunch will be served. Agenda 10:30 AM - Webinar entitled "Tax & Estate Planning Under A New Presidential Administration", #6000182822. This course is approved for 1-hour of Producer General credit and will address the following: How professional advisers and planned […]
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders Joining instructions and meeting documents will be sent by email prior to the meeting
Join us for our February 19, 2025, meeting. There'll be an educational course, networking, guest speaker and lunch will be served. Agenda 11:00 am - Webinar entitled "Cash Balance Plans - Turbo Charging Efficiency and Deductibility", #6000178390. This course is approved for 1-hour Producer General Credit and will focus on what a cash balance is, how it […]
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