When

Thursday, February 9, 2023 from 2:00 PM to 3:30 PM PST
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Where

This is an online event.

Contact

Danielle Miura
FPA of the East Bay
(209) 701-6259
eastbayfpa@gmail.com
Annette Brinton
Waypoint Wealth Partners
Michael Hathaway
Epsilon Financial Group
Thomas Howard
Bedell Frazier
Eileen Loustau
Asti Financial Management
Danielle Miura
Spark Financials
Megan Rouse
Megan Rouse Financial Planning
Jason Terhune
Capital Advantage, Inc.
Amanda Walker
Concentric Wealth Management

Look Who Else is Registered!

Annette Brinton
Waypoint Wealth Partners
Michael Hathaway
Epsilon Financial Group
Thomas Howard
Bedell Frazier
Eileen Loustau
Asti Financial Management
Danielle Miura
Spark Financials
Megan Rouse
Megan Rouse Financial Planning
Jason Terhune
Capital Advantage, Inc.
Amanda Walker
Concentric Wealth Management

FPA East Bay NexGen Hosted Zoom meeting 2/9/23

In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months.

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  • Fee

    Type Fee
    No Charge
    $30.00

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Custom Information 1

$9,999.99

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