Meeting/Event Information

Specialized Tax Incentives & Client Data, is your data safe,

May 23, 2017
3:00 PM to 9:00 PM
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Elks Lodge
645 Charity Way
Modesto, CA 95356
 Directions

WHERE:  THE ELKS LODGE - CHARITY BALLROOM
               645 CHARITY WAY  MODESTO  CA

WHEN:   TUESDAY,
              WORKSHOP- 3PM TO 9:00PM
              DINNER MEETING - 5PM TO 9PM

WORKSHOP TOPIC & SPEAKER

Topic: Using Specialized Tax Incentives to Accelerate Retirement Savings

Speaker: Jerry Van Houten, AIF

Time: Workshop Meeting: 3 pm to 5 pm

Hours: 
IRS:  18QC1-U-                        CTEC: 1000-CE-

 

DINNER TOPIC & SPEAKER

Topic: Client Data, is your data safe, Business plan & Tax issues and sanctions

Speaker: Alan Shattuck, CRTP

Time: Dinner Meeting: 5 pm to 9 pm
 

Hours:            CTEC: 1000-CE-

WORKSHOP INCLUIDES DINNER, WORKSHOP AND DINNER TOPIC
DINNER MEETING INCLUDES DINNER AND DINNER TOPIC

 

PLEASE PAY AT DOOR

FEES:  WORKSHOP  -  MEMBERS $65.00  NON-MEMBERS  $80.00
           DINNER ONLY  -  MEMBERS $35.00  NON-MEMBERS  $50.00
           WORKSHOP ONLY  -  MEMBERS $50.00  NON-MEMBERS $65.00