FEPCMD Dinner Event "Retirement and Estate Planning in Challenging Times"
Date: Wednesday, September 20, 2023
Time: 5:30pm - 7:30pm
Location: Pine Lake Country Club, 3300 Pine Lake Road, West Bloomfield, MI 48324
Speaker: Steve Parrish, JD, RICP, ChFC, CLU, RHU, AEP
REGISTRATION IS CLOSED FOR THIS EVENT.
Event Agenda:
5:30 pm to 6:30 pm - hosted cocktail hour on the outdoor patio, weather permitting
6:30 pm to 7:30 pm - presentation during dinner
Cost:
$70.00 per person - includes members and guests
$50.00 per person for qualifying Next Gen (age 35 and under) - includes members and guests
Brief Overview:
There has been a perfect storm of new and pending tax law, a changed economy, and the graying of America. This presentation looks at how these changes affect retirement and estate planning. It will focus on incorporating both legal and economic challenges into integrated planning for business owners, affluent and HNW clients.
Related Document(s):
