April 2024 Seminar

Topics & Speakers  

① First Part (12:00-2:00): Secure Act 2.0 / Social Security Maximization (Presented by Kim, Kyung Eun, CFP from MassMutual)  

• Secure Act 2.0 - Impacts on Employers  
• Individual, Spousal and Survivor Benefits  
• Case Studies  

② Second Part (2:00-3:00): 2024 Economy Forecast and Bankers’ Credit Decision   (Presented by Choi, Jae Yong, CPA from Woori America Bank)  

• 2024 Economy Forecast – U.S. Market, Small Businesses, Commercial R/E 
• The major points used when the loan officer evaluates commercial loan credit  
• Loan Strategy of a Company  

③ Third Part (3:00-4:00): CRT (Charitable Remainder Trust) – As a capital gain tax  saving tool (Presented by Jane Choi, CLF, LUTCF from Principal Financial Network)  

• Introduction of CRT  
• How it works to save a capital gain tax 
• Case Studies

Registration fee:  

• Member (Online or at the door): $40 
• Non-member (Online or at the door): $70
• A member is a member who has paid an annual fee of $100

Lunch will be provided from 11:30 to 12:15, Registration will start at 11:30 am