Please join us as we celebrate summer starting with a detailed look at strategies for deferring taxation on compensation to later years and the always informative conversation on the state of the financial markets by JP Morgan. We'll wrap up with appetizers and cocktails.
2:30pm Registration & networking
3:00pm Non-Qualified Deferred Compensation Plans (1 hour NC CIE, CFP, NC CPE, CLE)
Speaker: Kerry St. George, Regional Director, Newport Group
A non-qualified deferred compensation (NQDC) plan is a broad, general description for any arrangement under which the employer or employee can defer taxation of compensation that is earned in one year so that it becomes included in taxable compensation in a later year. This course will discuss the types of NQDCs and strategies for how to maximize their potential.
Click here for the course outline.
4:00pm JP Morgan’s Guide to the Markets (1 hour NC CIE, CFP, CPE. Not approved CLE)
Speaker: Nicholas Johnson, CIMA, Executive Director, JP Morgan Asset Management
The Guide illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.
Click Here for the course outline.
5:00pm June Social: All are welcome
Cost: FREE TO MEMBERS. Guests are free the first visit, $50 thereafter.
Registration deadline is Friday, June 14, 2019
We realize that stuff happens and sometimes you cannot make a meeting for which you have RSVPed. Please be mindful that we turn in our head count on the Friday before our meetings. We can offer better and more frequent meetings if we do not have to pay for meals that no one eats.