Tax Reform and Relevant Planning Tips
Presented by Joel Jones of Kassouf and Company
October 18 Investments
Updated Tax Laws for Estate Planning
Presented by Glenn Estess, Jr.
Unless otherwise specified, all meetings are on the 3rd Thursday
Time: 11:30 AM – 1:00 PM
Location: Federal Reserve Bank, 524 Liberty Parkway
Directions and parking information here
Format: Eat together in a gourmet style cafeteria until 11:55, then move to conference room for presentation. Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy lunch and the speaker.
Registration: $15 members, (see below for Guest Policy)
$105 2017 Season Ticket, covers all regular chapter meetings
RSVP: by the Friday before the meeting.
Season Ticket holders must RSVP by email to email@example.com.
This is a two-step process. Both registration & payment must be received.
The Federal Reserve is a secure facility. The doors will be opened 11:30 – 11:45.
FPA is committed to pay for each reservation made. If you cannot keep your reservation, notify Pat by Friday before the meeting. No shows who fail to cancel will be billed $20.
To pay by mail:
Please make checks payable to FPA of North Alabama and mail to:
FPA of North Alabama
PO Box 26607
Birmingham, AL 35260-0607
FPA Guest Policy
In an effort to boost membership, we have removed the financial incentive to be a continual guest at chapter meetings. All first-time guests may attend chapter meetings at no charge. A guest’s second and all further meetings require a $50 charge. As an incentive to join, members receive great discounts for chapter meetings, our membership outing, and the Symposium, plus access to free CE in the Journal of Financial Planning. Between the networking, the continuing education, and the advocacy of our profession, we believe that the cost of membership is far exceeded by the value.