SOUTH SOUND CHAPTER

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Local Events

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Thursday September 11,  2014 8-9am    *Recurring every 2nd Thurs. of the month  unless otherwise posted.

Board Meeting - Any Chapter members are welcome to join us! Please let Jenna know so she can make sure we have enough seats!

Location: Taylor Thomas Insurance 3401 S. 19th St. Suite 200 Tacoma WA 

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September 11, 2014

"The American Legacy- Saving for the Future"

                The uses of Life Insurance and Annuities in the current investment climate

 

                The Ram- South Hill Puyallup  3:30-5:30

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October 9, 2014 

"Real World Politics- Industry Issues on the Legislative Horizon"

                State Farm Insurance- Mt. Rainier Room, Dupont  Operations Center 3:30-4:30

 

                Social Hour afterward

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November 19, 2014 

VTC- "Investment Strategies"

 9:45am-12:15pm 

Brink & Salder- Lakewood

9:45 am - 12:15 pm

 2 hours CE provided by FSP National

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December 11, 2014

"The Gift of Giving"


Charitable Giving Options in Puget Sound and Efficient Ways to Help Clients Make it Happen

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January 23, 2015

"Tax Update- What’s Ahead for 2015"

Speaker - Johann Drewitt 

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February 18, 2015

VTC

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March 12, 2015

"What Your CPA, Attorney and Financial Planner Should Know about PPACA"

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April 17, 2015

"Ethics Class- PLU Campus"

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May 20, 2015

VTC

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June 11, 2015

Annual Meeting- Election of Officers *(await confirm of National President Jim Christian)

Tacoma Yacht Club

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DVD Rentals available 24/7
Call Randy Melquist at 253-759-6922 to reserve a DVD for only $10 for a one-week rental. A $100 deposit is fully refundable. This is a MEMBERS ONLY OPPORTUNITY.

If you thirst for knowledge, but already have your continuing education credits for licensing and PACE, this is a great membership only benefit! This is the same top-notch presentation as the videoteleconferences that you have known for many years that used to be priced at $70 for members!