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Tax Planning CPE Seminar – Tax professionals only!

October 9, 2019 @ 4:00 pm - 7:30 pm

Free

Join us for a 2 FREE CPE meeting! This is a great event to uncover new tax law changes for retirement plans and how they may serve you and your clients for 2019 planning. Topics will include:

  • Defined benefit plans
  • QBI and how retirement plans can serve in this area
  • Cash Balance, 412e3 and Combo Plans
  • Other tax legislation to be aware of for retirement plans

Date: 10.9.2019

  • Time: 11:00 to 12:00 Check-in and tour of over 100 beautiful vehicles
  • 12:00 to 2:00 Seminar and lunch
  • 2:00 to 2:30 Q&A and depart

Speakers: Matt Kowalczyk of Cornerstone Benefits Consulting

Cheryl Jorgenson of Lafayette Life – 30 years of actuarial and defined benefit design

RSVP BY: 10.1.19 to [email protected] 

Details

Date:
October 9, 2019
Time:
4:00 pm - 7:30 pm
Cost:
Free

Organizer

Cornerstone Benefits Consulting
Phone:
920-243-4188 or 920-243-4179
Email:
karen.kowalczyk@yourcornerstone.net
View Organizer Website

Venue

The Automobile Gallery
400 S Adams St.
Green Bay, WI 54301 United States
+ Google Map
Phone:
(920) 437-9024
View Venue Website
Planning for your future
needs to start today

- Planning Starts Now

Cornerstone Wealth and Benefits Consulting
1000 North Broadway St.
De Pere, WI 54115

920-243-4188
FAX: 888-544-5335

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