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DTSTART:20180221T230000Z
DTEND:20180222T010000Z
LOCATION:Citizen Public House
UID:1579320180221T230000ZTax Reform for Affluent Investors
DTSTAMP:20260420T043314Z
DESCRIPTION:\n\n \n \n \nTax Reform for Affluent Investors\n \n Sponsored by PIMCO (Matthew Melhado)\n \nPresented by Mike Cogswell\n \nSeating is limited to 36 \n \n\n The Central Arizona Estate Planning Council and AEP committee cordially invite you to a complimentary educational, networking meeting while earning Continuing Educational credits followed by Hors d’oeuvres & Refreshments at:\n \n\n 7111 E 5th Avenue\n Scottsdale, AZ 85251\n \n \n \nA Certificate of Completion and material handout will also be given to self-submit for CE credit\n \n \n \nTopics Include:\n \nGiven muted market expectations, generating the income and returns clients expect can be challenging\n Major tax reform has created both significant tax opportunities and challenges, and  a partnership with the client’s tax advisor can help close the gap between client expectations and market realities\n Newest tax law changes affecting affluent clients and helping arm financial advisors with the knowledge on how to best engage their clients and their tax adviser\n \n \n \n \n
SUMMARY:Tax Reform for Affluent Investors - Central Arizona Estate Planning Council 
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DESCRIPTION:Reminder
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