Redwood Empire Estate Planning Council

Ease the Pain: Investment and Estate Strategies to Minimize the 3.8% Net Investment Income Tax

Date: Wednesday, December 3, 2014
Time: 6:00pm - 8:30pm
Location: Santa Rosa Golf & Country Club; 333 Country Club Drive
Speaker: John O'Meara, Northwestern Mutual Advanced Planning Attorney

PROGRAM

EASE THE PAIN:  INVESTMENT AND ESTATE STRATEGIES TO MINIMIZE THE 3.8% NET INVESTMENT INCOME TAX

Focusing on what planners can do to consider the impacts of portfolio management and estate design to reduce the impact of the Net Investment Income Tax

 

WINE SPONSORS

Burr, Pilger & Mayer, LLP

 

DECEMBER DINNER MENU

First course:

Baby spinach salad with dried cranberries, candied pecans and white balsamic dressing

 

Grilled chicken breast on cavatappi pasta with artichoke hearts, spinach and red peppers with a lemon buerre fondue

Or

Old fashion pot roast with mashed potatoes and roasted baby carrots with a rich red wine sauce

Or

Sun-dried tomato & orzo stuffed portabella mushroom on sauté spinach

 

 Dessert:

Bread pudding with caramel sauce

 

 

RSVP

***PLEASE USE THE RSVP BUTTON BELOW TO SIGN IN FOR BOTH***

CREDIT CARD AND CHECK PAYMENT

COST IS $60.00 PER PERSON

 

 MAIL ANY CHECKS And MEAL SELECTION TO:

Redwood Empire Estate Planning Council

c/o Marilyn Topper Bookkeeping Service - Phone 544-5738

P.O. Box 3587, Santa Rosa, CA 95402-3587

  

 

If paying by check, amount enclosed $ ________________ for the following person(s)

1. ___________________________________________: (Grilled Chicken) ______  (Pot Roast) ______  (Stuffed Portabella) ________

2. ___________________________________________: (Grilled Chicken) ______  (Pot Roast) ______  (Stuffed Portabella) ________

 

Cut here and return the above with your check, AND ALSO PLEASE respond by E-mail through the RSVP button BELOW and select "Send by Mail" option.

 

Date/Time: Wednesday,  December 3, 2014,  6:00 PM

 

 

 

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