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DTSTART:20241008T223000Z
DTEND:20241009T000000Z
LOCATION:Rio Bank, 701 E. Expressway 83, McAllen, TX 78501
UID:2683220241008T223000ZRGVEPC October Meeting - "The Election... Washington Policy Update and Planning Considerations"
DTSTAMP:20260418T162457Z
DESCRIPTION:\n\n \nJason Keller, CFP®\n Senior Wealth Planning Specialist\n Franklin Templeton Academy\n \nJason Keller specializes in applying financial planning principles and techniques to assist advisors and clients in reaching their financial goals. His specific areas of expertise include higher-education planning, income tax mitigation, wealth transfer, and cash flow analysis. His commitment to these key aspects of financial health ensures that clients receive comprehensive and tailored advice, helping to pave the way for their financial success. \n \nPrior to joining Franklin Templeton, Jason worked at Wells Fargo for 13 years helping their advisors tailor customized solutions for high-net-worth clients.\n \nJason is a CFP® professional who has dedicated his career to helping investors comfortably navigate conversations around managing wealth. \n \nJason and his wife, Savanna, reside in St. Petersburg, FL. They enjoy spending time at the beach and seeing live music.\n \n \n \nMixer: 5:30 - 6:00 pm\nDinner/Live Presentation: 6:00 - 7:00 pm\n RSVPs by 5:00 pm, October 7, 2024\n
SUMMARY:RGVEPC October Meeting - "The Election... Washington Policy Update and Planning Considerations" - Rio Grande Valley Estate Planning Council 
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DESCRIPTION:Reminder
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