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Thursday June 13th, 2013 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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Wednesday May 15, 2013
VTC "A New Tax Code For A New Generation"
Location & Time: 10:00am - 12:15pm

The Office of Brink & Sadler, 5127 112th St SW Lakewood, WA 98499 (Main Location)

 

The Office of Pilkey-Hopping & Ekberg, 2102 N Pearl, Suite 102 (Overflow only if needed)

Matt Ryan Company, 9080 Illahee Rd NE, Bremerton, WA 98311-9308 

The Best Western - 200 Taylor Ave North, Seattle, WA 

Attendees will learn:

• How the new tax law changes planning for 2013
• How to make new tax strategies part of a comprehensive financial plan
• Portability - planning with or without it: which is better for your client?
• Decanting - like a fine wine, a finely crafted trust sometimes needs to be decanted of "trust sediment"
• Why planning is more important than ever under the current fiscal uncertainty

RSVP to jenna.admin@gmail.com

Questions? 206-228-9351 (Jenna Olson- Chapter Office) 

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Thursday May 23, 2013

Welcome National FSP President Dick Weber!!I

Time: 2-4pm

Location: Tacoma Yacht Club 5401 N Waterfront Dr

Tacoma, WA 98407

1 Hour CE "Life Insurance As An Asset Class"

RSVP;Jenna.admin@gmail.com

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Sunday June -30, 2013
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.

What do you know about ILITS and Total Return Trusts? How about selling variable annuities and making the NASD happy at the same time? Or buy-sell agreements?

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!