Lunch and Learn – Your Clients Trust at 3 Under Bistro, October 22

Date: October 22, 2018

Time: 11:45 am            

This month will have two special guests speaking at this lunch and learn. Our goal is to provide you with the knowledge, tools, and connections to give you a competitive edge in today’s fast paced market.

Kyle Krasa from Krasa Law will be starting out our lunch with some helpful information that both you and your clients will want to have when starting a family trust. Kyle’s years of experience and expertise will give you and your clients the necessary tools to help with creating a plan for future generations.

Jerry Chyo the renegade CPA will be covering the benefits and questions you may have regarding your taxes when establishing a family trust. Jerry’s many years of serving the Monterey Peninsula has given him a unique edge on understanding current laws and regulations regarding your taxes.

Please reserve tickets ahead of time to account for space. We know many of you have busy lives and schedules, but this event will be worth your time and will benefit your clients. Tickets will be available through both Facebook and Eventbrite and as always free.

Venue

3 Under Bistro
10520 York Rd
Monterey, CA 93940

Contact: (831) 210-4034

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