The Financial Forum will hold a Schwab workshop on the new "SECURE ACT" and how that effects your estate and tax planning at 10 A.M. on March 13th in the Fireside Room at Gateway. A 2020 market update will also be discussed. Our speakers will be: Jack B. Caldwell, managing director of CIBC Trust Company. Mr. Caldwell earned his MBA at Golden Gate University; Ryan Christine Coulson, managing director of CIBC private wealth management. Ryan received her Master of Laws and a Juris Doctor degree from the University of San Diego School of Law; and Eron Dahl, Sr Private Client Adviser for Charles Schwab. Eron received his BA in Psychology from the University of Northern Colorado.
This event is open to all members of the Financial Forum at no charge. There will be a light breakfast available. For more information, contact Joe Hoffman at 925-954-7912.
Charles Schwab Workshop Cancelled
Rossmoor Financial Forum - 1001 Golden Rain Rd - Walnut Creek, CA 94595