Jay D Gilberg, MBA, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Upcoming Events

Advanced Planning Presents: Year-End Planning With an Eye Toward Tax Reform

You are invited to attend an event presented by Northwestern Mutual and the Association for Advanced Life Underwriting about year-end planning in light of the current proposals for tax reform.Attorneys, accountants and CFP® practitioners will receive FREE continuing education credit and will hear the following:1.An update from Washington on proposed tax reform legislation2.Year-end income tax planning ideas3.Gift and estate planning strategies

Date: Thursday, December 7, 2017
9:30 AM - 11:00 AM
Location: Royal Oaks Country Club: Board Room
8917 NE Fourth Plain Blvd
Vancouver, WA 98662

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