May 2018 Seminar

Date:12:29 pm Ages: Price:$90.00 includes full breakfast Type: Location:Penn State Great Valley, 30 East Swedesford Rd, Malvern, PA 19355

(Walk-ins Welcome)

CPE:           Tax (4 hrs.)

Presentation 1 8:30 AM
Speaker: Mike Menninger, CFP President, Menninger & Associates
Topic(s): Tax Impacts and Considerations for Investment Planning and Retirement Planning

Presentation 2 9:30 AM
Speaker: Sue Umstead, CES® Senior Vice President, 1031 Corp
Topic(s): What will be Artificial Intelligence’s Impact on Your Cyber Security Program?

Presentation 3 10:30 AM
Speaker: Mike D’Alessandro, Managing Partner, Research Tax Credits, LLC
Topic(s): Tax Credits and 20% deduction for pass through entities

To register go to: Register for the Current Seminar.

COST: $90 includes full breakfast & beverages
DATE: Thursday, May 24, 2018
TIME: 8:30 AM to 12:30 PM

LOCATION: