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DTSTART:20190506T163000Z
DTEND:20190506T180000Z
LOCATION:Omaha Marriott Regency
UID:1621420190506T163000ZMay 2019 Lunch
DTSTAMP:20260310T125321Z
DESCRIPTION:\nJoin us for the final meeting of the season! \nWe have been given a great opportunity to have NAEPC presenter, Mike Halloran speak to our membership. Because of his limited availability, we are changing the date and time of our May meeting. \n \nMonday, May 6, 2019\n Omaha Marriott Regency\n \nAGENDA\n11:30 AM - Lunch & Networking\n 12:00 PM - Meeting & CE Program\n\nCharitable Remainder Trust with an Option of Using Income Tax Savings to Convert to a Roth IRA\nPresented by: [Michael W. Halloran](http://www.mike-halloran.com/), CLU®, ChFC®, AEP®, CFP®\n \nThis program will explain what a Charitable Remainder Trust is and teach advisors and agents how clients can offset the income tax of converting a qualified plan to a Roth IRA by using a Charitable Remainder Trust. This program offers one hour of CE for insurance, legal, accounting, CFP, CAP and PACE (pending approvals). \n \n \n
SUMMARY:May 2019 Lunch - Omaha Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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