MultiGen Wealth Services Presents

CPA Educational Lunch: 2 hours of Technical Continuing Education Credits

The Presentation: Plan Design-How to maximize owners’ benefits and tax savings in retirement plans

Date: Thursday October 30th 2014

Time: 11:30 check in & Lunch presentation from 12:00 to 2:00 pm

Location: Bellingham Golf & Country Club 3729 Meridian Street Bellingham, WA 98225

The guest presenters will be:

Joseph Carolan, EA, MSPA, CPC, APA, Pension Actuary
Kim Carolan, RPA, GBA

Evergreen Retirement Plan Consulting, LLC