Wednesday August 25th
11:30 - 12:00 - Networking
12:00 - 1:00 - Lunch and Presentation
Hyatt Regency Century Plaza
2025 Avenue of the Stars
Los Angeles, CA 90067
2025 Avenue of the Stars
Los Angeles, CA 90067
Presenters:
Joe O. Luby III, CFP®
Founder
Jagen™ Investments, LLC
Joe O. Luby III, CFP®
Founder
Jagen™ Investments, LLC
Anthony Segala
Vice President
Charitable Planning Consultant
Fidelity Charitable Services
Vice President
Charitable Planning Consultant
Fidelity Charitable Services
Advanced Roth Conversion Strategies
Join us for lunch and learn how to combine the Jagen™ strategy with Fidelity's donor advised fund to solve the major obstacle with large Roth conversions - the tax.
You have already read and heard about the Roth conversion opportunity this year. Now you can learn how to implement real strategies to minimize the tax your high net worth clients will owe on large conversions.
If you are a financial advisor, CPA, attorney or other wealth management professional that advises wealthy clients this luncheon is for you.
CLICK TO RSVP!
You have already read and heard about the Roth conversion opportunity this year. Now you can learn how to implement real strategies to minimize the tax your high net worth clients will owe on large conversions.
If you are a financial advisor, CPA, attorney or other wealth management professional that advises wealthy clients this luncheon is for you.
CLICK TO RSVP!
Click image to enlarge
Wine By Numbers
You may be used to crunching numbers but this time you’ll do it with wine! Laurie Forster, The Wine Coach® will begin with a lively discussion of how to taste wine, rather than just drinking it. Then Laurie will teach the guests how wine critics, magazines and judges score wine on the 100 pt scale. The process judges and critics use to taste wines will be discussed, along with a number of interactive exercises to help participants truly understand tasting. Everyone will create scores for a series of wines using this method and then get to compare the personal scores to the experts.
This event is held in conjunction with the AICPA Advanced Estate Planning Conference and begins after the last sessions of the day.
This event is held in conjunction with the AICPA Advanced Estate Planning Conference and begins after the last sessions of the day.
Sunday July 25th
5:30pm -7:30pm
JW Marriott
1331 Pennsylvania Avenue, NW
Washington, DC
5:30pm -7:30pm
JW Marriott
1331 Pennsylvania Avenue, NW
Washington, DC
Webinar: Attorney Roy Adams Introduces The Jagen™ Strategy
Nationally renowned Attorney Roy Adams introduces the Jagen™ Strategy during this complimentary webinar. Hear why the industry is so excited about this advanced investment, tax and estate strategy that:
- Maximizes Roth IRA Conversions
- Enhances Existing Estate Planning Techniques
- Preserves Assets By Minimizing Taxes
- Reduces Required Minimum Distributions
- Gives Access to Exclusive Portfolios of Top National Investment Firms
Wednesday August 4th
1pm EDST, Noon CDT, 11am MDT, 10am PDT
1pm EDST, Noon CDT, 11am MDT, 10am PDT
Upcoming Conferences & Presentations
AICPA Advanced Estate Planning Conference
July 26-28, 2010
JW Marriott
Washington, DC
JW Marriott
Washington, DC
WealthCounsel 2010 Planning For The Generations
August 11-13
Hilton Chicago Hotel
Chicago, IL
Hilton Chicago Hotel
Chicago, IL