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.
Jeffrey E. Quijano, J.D., LL.M, CFP® National Director-Wealth Planning, SVP, Comerica Bank
Jeffrey C. Keating, Senior Wealth Advisor, SVP, Comerica Bank
Sara Dorosti, VP, Senior Wealth Planning Strategist, Comerica Bank
Members | Complimentary
Non-Members | $25