Financial Planning after the Fiscal Cliff: Tax Law Changes and your 2013 Financial & Estate Planning
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Thursday, May 2, 8:30 – 9:30am
RSVP for this event
The Crawford Family Forum
474 South Raymond Avenue
Pasadena, CA 91105
Join SCPR’s Legacy Society for an insider’s view of ways to maximize your planning and tax savings after the American Taxpayer Relief Act of 2012. Hear from a panel of experts on the issues they’re encountering in their practices, opportunities and challenges in the Fiscal Cliff legislation, and charitable aspects of tax planning.
Panelists:
• Carol Bradford, JD of California Community Foundation
• Reynolds Cafferata, JD of Rodriguez, Horii, Choi & Cafferata
• John Chou, MBA of Waddell & Reed
• Christine Fuentes, CFP, ChFC, CRPC of Ameriprise Financial Services
8:00am – Doors Open
8:30am – Program
Admission is FREE, but RSVPs are required.
Light refreshments will be served.
For more information please contact Katherine Gfeller, Major Gifts Office, at kgfeller@scpr.org or (626) 583-5145.
The Legacy Society honors members who have included Southern California Public Radio in their estate plans. By making a planned gift to SCPR you establish a legacy that provides the highest quality news and information to current and future generations.
