Loading Events

« All Events

  • This event has passed.

Monthly Dinner Meetings

February 19, 2019 @ 5:00 pm - 7:00 pm

Latest Ideas on Qualified Retirement Plans for High Income Earners

Please join us February 19th at our next South Placer Estate Planning Council dinner meeting.

Our speakers are Stacy Sheetz and Phil Giles of Provedent Trust Group, an Ascensus company (formerly Polycomp).

Phil Giles will discuss how a solid, customized qualified plan can help business owners contribute large amounts of money each year so they can defer large tax hits. Learn how to create tax-free retirement income utilizing after-tax Roth accounts without worrying about income limits.

Stacy Sheetz will be educating on Self-directed Retirement Accounts [SDRA] and how the LLC option can benefit certain investors. The SDRA is popular for those terminating their qualified retirement plans that hold non-traditional assets like real estate, private stock or interest in LLC/LP. She will be discussing other strategies, such as taking on a loan or splitting a deal.

Registration deadline is Thursday, February 14th, 4:00 P.M.

$40.00 for members
$50.00 for non-members

Register now!


February 19, 2019
5:00 pm - 7:00 pm


La Provence Restaurant
110 Diamond Creek Place
Roseville, CA 95748 United States
+ Google Map

Leave a comment

Your email address will not be published. Required fields are marked *