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January 2021 Chapter Meeting

  • 20 Jan 2021
  • 11:45 AM - 2:00 PM
  • Virtual (Zoom information will be sent 24 hours before meeting)

Registration


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VIRTUAL CHAPTER MEETING
January 20, 2021


11:45 a.m. 
Announcements


12:00-1:00 p.m. 
CURRENT TAX ISSUES AND PLANNING STRATEGIES IN LIGHT OF THE COVID-19 PANDEMIC, SECURE ACT, AND ELECTION RESULTS


JULIE WELCH (RUNTZ), CPA, PFS CFP®, AEP

Partner/Shareholder, Mera Welch Browne, P.C.

RANDY GARDNER, JD, LLM, MBA, CPA, CFP®, RLP®

Founder, Goals Gap Planning, LLC


1:00-2:00 p.m. 

LESSONS FROM THE PANDEMIC AND THE VIEW AHEAD


LEILA SHAVER, ESQ.

Founder, My RIA Lawyer


CFP - 2 hours approved 

Kansas Insurance - 2 hours approved 
Missouri Insurance - No credits

This meeting is sponsored by:


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Office: 303-867-7181

Address:  PO Box 4303
Topeka, KS 66604

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