2 Part Presentation: 1 Tax Legislation and IRS Action Update; 2 The End of Life for Insurance in the Estate Plan - Death Benefit, Surrender, Lapse or Settlement?
Date: Tuesday, March 29, 2022
Time: 5:00pm - 7:00pm
Location: Clayton Members Club & Hotel 233 Clayton St, Denver 80206
Speaker: Andy Swanson, RSM US LLP & Tama Brooks Klosek and Daniel Zeplain, Klosek & Associates
We did it! We have rescheduled our January 2022 event!
Please join us Tuesday, March 29, 2022 at 5:00 pm for a two part presententation: Part 1 - Tax Legislation and IRS Action Update and Part 2 – The End of Life for Insurance in the Estate Plan – Death Benefit, Surrender, Lapse or Settlement? Our guest speakers are Andy Swanson, RSM US LLP, and Tama Brooks Klosek, Klosek & Associates. Materials, cpe, and zoom information will be provided to all registered members and guests before the event.
You must rsvp no later than Thursday, March 24th by 11 am.
Agenda:
5-5:45 - Cocktails & Networking; 5:45-6 Board address Members/Guests Sponsors; Plated dinner; 6-7 Speaker presentation.
Event Details:
- Clayton Members Club & Hotel 233 Clayton St Denver, CO 80206
- 2nd Floor, Margaret Ballroom
Zoom Details:
- Registered attendees for Zoom only will be sent the Zoom link before the event.
Meal Options:
- Organic Chicken Breast - charred broccolini, crispy potato, romesco sauce
- Atlantic Salmon - parsnip puree, caramelized brussels sprouts, pomegranate molasses glaze
- Roasted Butternut Squash Stead - (vegan and gluten free) quinoa tabouleh, muhammara, grape, walnut
- For all, arugula salad, bread & salted butter, a variety of deserts, and coffee service.
Parking:
- Valet parking, fees covered by the Council
- Street Parking
- Clayton Lane Garage parking 2500 E 2nd Ave (access via 2nd Avenue between Josephine and Columbine
