PART I - “PRE-DINNER MEETING MEMBER SPEAKER FORUM”

Date: Tuesday, January 22, 2019
Time: 4:30pm - 5:30pm
Location: Woodfield Country Club
Speaker: Jeffrey Kahn, William Miller, & Mace Tamse

PART I

“PRE-DINNER MEETING MEMBER SPEAKER FORUM”

4:30 PM – 5:30 PM

 

Jeffrey Kahn

Shareholder with Greenberg Traurig, PA

Co-Chair of the firm’s national ESOP Practice

“Overview of ESOP Transactions”

 

William C.  Miller, CFP®, CLU, ChFC, AEP®

Managing Member, Miller Wealth Advisors, LLC

“Why is Nonqualified Deferred Compensation Planning More Relevant Than Ever?”

 

Mace Barry Tamse

JD, CFP AEP, CIMA, AAMS, CMFC

Managing Director with AMERIPRISE Financial Securities

“Protecting our clients’ LEGACIES with higher income producing investments”

 

 

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