SEPC September Meeting
Date: Wednesday, September 24, 2025
Time: 5:00pm - 7:30pm
Location: Sutter Club (California Room)
Speaker: Kit Mac Nee - Envision Legacy Group, Los Angeles
September Meeting
Intelligent Withdrawals: How to Keep More
Speaker
Kit Mac Nee, CFP®, CRPC®, AEP® - Envision Legacy Group, Los Angeles
Description
- Intelligent Withdrawals: Tax Efficiency and Maximizing the Income You Keep
- Impact of Long-Term Care and Health Expenses on Legacy Preservation
- Maximizing the Benefits of Charitable Giving Through Assets vs. Income
Agenda
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.
Cost to Attend
SEPC Member: $115
NonMember: $145
For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org
Nonmembers who wish to attend this program, contact Raquel Altavilla at admin@sacepc.org who can assist you with registering.
Registration closes on Tuesday, September 16. No refunds after September 16.
Login now to register for this event.
