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
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
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!