Join us for our March Chapter Meeting. Lunch will be served along with networking opportunities. Our speaker will be Steven Jarvis.
Wednesday, March 15 · 11:30am - 1:30pm PDT
Uprise Brewing Co. 617 North Ash Street Spokane, WA 99201
Presentation Title: "Secure Act 2.0 and Tax Planning: Action is What Counts".
In this session Steven Jarvis, CPA and CEO of Retirement Tax Services, will share the ACTION steps Advisors can take to make sure they are delivering massive value to their clients around taxes, especially with the changes that came from Secure Act 2.0. Steven will touch on areas that are likely to cause the most confusion for your clients and the proactive steps you can take to be a resource for them. Come ready with your questions, or questions you are hearing from clients as there will be time for Q&A at the end of the presentation.
11:30 AM - Lunch Served
12:00 PM - 1:00 PM - Speaker
1:00-1:30 PM - Networking