Thursday March 13th, 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
Exit Strategies for the Business OwneCase Studies in Life Experienc______________________________________________________________________________________________________________________________________________________________________________________________________________________
March 25, 2014
Location: Pierce County Library3609 Market Pl W #100
University Place, WA 98466
Topic: Bradford and Company's Tax Strategies Live. Your Bradford and Company instructor, Kelly Clark
Kelly is a business consultant and training specialist with a proven background in education and business management. Having been personally selected and trained by W. Murray Bradford, she has worked closely with Bradford and Company, Inc. as both instructor and Operations Manager. With a proven record as a speaker, Kelly is a recognized professional with over 650 locally taught sessions on tax strategies for the self-employed. Kelly is a native of the Bay Area, spent a number of years as an owner and consultant to small business, and she specializes in the design and implementation of transferable systems of operation to facilitate expansion. Read more...
"Tax Strategies for the
Insurance and Financial Advisor"
Many of us assume our accountants take care of our taxes... but forget that WE are the ones giving them the numbers and records they are using to prepare our tax return. This seminar is guaranteed to identify between $2,500 and $27,500 in NEW deductions that can be used right away to pocket thousands in tax savings. These deductions are based in tax LAW, presented in simple English that you will understand. You Will Learn:
April 9, 2014- "Ethics"
1 Hour Ethics Course #610550 (2pm-3pm) "Why Good People Do Bad Things" Moderated by Hal Prukup & Janet Singler Presented by PLU Students
"Case Studies For Insurance Professionals Part 1" (1pm-2pm)
"Case Studies For The Insurance Professionals Part 2" (3pm-4pm)
Location: PLU Morken Center Room 103
May 21, 2014
VTC- Brink & Sadler
June 12- 3-5 pm Annual Meeting TYC
National President - Jim Lammers
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!