West Suburban Council - Tax Reform 2018 and Beyond
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West Suburban Council - Tax Reform 2018 and Beyond

Tax Reform 2018 and Beyond

3/2/2018
When: Friday, March 2, 2018
Breakfast 8:00 AM, Program 8:30 AM
Where: Naperville Country Club
25W570 Chicago Ave
Naperville, Illinois  60540
United States
Presenter: Jeffrey R. Clark LUTCF, ACS, FMLI, CFS Director, Advanced Strategies, Jackson National
Contact: Kristin Prine
(303) 867-7185


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Jeffrey Clark, our presenter, is with the advanced markets team at Jackson National.

 

Taxation can impact multiple facets of financial planning including wealth accumulation, retirement income distributions, estate planning, and wealth transfers. Mistakes in these areas can be costly, so its important to have a working knowledge of the rules of the current tax landscape so you can evaluate tax-deferred annuities and how they can fit into the overall financial plan. This one-hour seminar will be delivered as a classroom lecture and include a question and answer period. It is of intermediate difficulty and assumes a basic understanding of investments and annuities. 

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