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San Diego In-Person Chapter Meeting
Wednesday, September 13, 2023, 11:15 AM - 1:00 PM PDT
Category: Chapter Meetings

REGISTER HERE

Meeting Title:
IRA's and Annuities - What you Need to Know

Meeting Description:
A history and review of how IRA's and Annuities work, their rules and regulations, and what you need to know to help your clients.

Please Note: Registration will be closed on September 11, 2023 so please register by then.

Speakers Name:
Francisco Garcia, Esq. at Higgs, Fletcher & Mack
Sandra Conners at Aspiriant

CEU & MCLE:
Trust: 1.0/1.0

Meeting Date:
Wednesday, September 13, 2023

Meeting Time:
11:15AM - 1:00PM
Networking runs from 11:15 – 11:45
The meeting/presentation starts at 11:45 – 1 pm

Meeting Format:
In-Person Meeting

Venue Name and Address:
Handlery Hotel
950 Hotel Circle N
San Diego, CA 92108

PFAC Members Only:
No

Meeting Price:
Members: $35
Non-Members: $50
Students: $35

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes 

Food and Menu Details:
Set Menu
Vegetarian option

Thank you to our sponsors:
DeLine Realty Probate & Trusts

 

For More Information Contact:
Brad Kuechler
[email protected]