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Lunch Training

March 15, 2023 @ 11:30 am - 1:00 pm

- $30

Lunch Training In Person at La Quinta Inn & Suites

This is an in person meeting. Register now HERE.

WHAT: What we all need to know about Secure Act 2.0 (Consolidated Appropriations Act of 2023) – and how affects your work in 2023

MODERATOR: Jeff Myers JD LLM  Sr. Vice President & Private Client Mngr., Bank of America Private Bank

PANELISTS:
Kimberly Fisher CFP CAP , Vice President & Wealth Advisor, Wells Fargo Private Bank
Hayden Taylor JD, Business Law, Estate Planning & Probate, Eisenhower Carlson PLLC
Heather Williams JD CAP, Senior Director, Planned Giving at University of Washington

COST:
SSPGC Members – $20
NonMembers – $30.

WHERE:La Quinta Inn & Suites, Conference Center, 1425 E 27th St, Tacoma, WA 98421 (Portland Ave & I-5)

YOU MUST REGISTER in advance and pay online or register online and bring check to the door.  Do that HERE.

We hope to see you there!


Details

Date:
March 15, 2023
Time:
11:30 am - 1:00 pm
Cost:
$30
Event Category:

Organizer

SSPGC

Venue

Virtual

Details

Date:
March 15, 2023
Time:
11:30 am - 1:00 pm
Cost:
$30
Event Category:

Organizer

SSPGC

Venue

Virtual