CREW East Bay Lunch & Learn: Wealth Planning in 2020 and Comparing Trump and Biden Tax Proposals

Date September 24, 2020
Location Virtual Meeting
Time 12 pm - 1 pm(PST)
2020-09-24 12:00:00 2020-09-24 13:00:00 CREW East Bay September 24th 12 pm - 1 pm CREW East Bay Lunch & Learn: Wealth Planning in 2020 and Comparing Trump and Biden Tax Proposals Virtual Meeting -event@crewnetwork.org

CREW East Bay Lunch & Learn: Wealth Planning in 2020 and Comparing Trump and Biden Tax Proposals


Please join Comerica Bank’s Wealth Planning Department for an up-to-date look into the legislation passed as a result of COVID, how the dollars have been allocated to the various programs, and some very important impacts this will have on individuals. The second half of the presentation will provide a comparison of the Trump and Biden Tax Proposals.

Speakers:

Jeffrey E. Quijano, J.D., LL.M, CFP® National Director-Wealth Planning, SVP, Comerica Bank

Bio


Jeffrey C. Keating, Senior Wealth Advisor, SVP, Comerica Bank

Bio


Sara Dorosti, VP, Senior Wealth Planning Strategist, Comerica Bank

Bio

Registration:
Members | Complimentary
Non-Members | $25