PART I - “PRE-DINNER MEETING MEMBER SPEAKER FORUM”
Date: Tuesday, January 22, 2019
Time: 4:30pm - 5:30pm
Location: Woodfield Country Club
Speaker: Jeffrey Kahn, William Miller, & Mace Tamse
PART I
“PRE-DINNER MEETING MEMBER SPEAKER FORUM”
4:30 PM – 5:30 PM
Jeffrey Kahn
Shareholder with Greenberg Traurig, PA
Co-Chair of the firm’s national ESOP Practice
“Overview of ESOP Transactions”
William C. Miller, CFP®, CLU, ChFC, AEP®
Managing Member, Miller Wealth Advisors, LLC
“Why is Nonqualified Deferred Compensation Planning More Relevant Than Ever?”
Mace Barry Tamse
JD, CFP AEP, CIMA, AAMS, CMFC
Managing Director with AMERIPRISE Financial Securities
“Protecting our clients’ LEGACIES with higher income producing investments”
