Loading Events

« All Events

  • This event has passed.

January 9, 2020 What You Earn vs What You Get

January 9 @ 8:00 am - 9:30 am

Join us at our first Educational Breakfast Meeting of 2020

Time: 8:00-9:15 AM
Topic: Tax Update
Location: Giancarlo’s, 5110 Main Street, Williamsville, NY 14221
Presenter: Jeffrey Clark, Jackson National
NYS Ins. CE, CFP and CPA CPE will be applied for.


The current tax landscape will most likely affect more clients than you think.

Learn more about the ever changing tax structure, how stealth taxes can affect possible strategies to structure a comprehensive plan that can help navigate these changes.

Our esteemed presenter is Jeffrey R.Clark, LUTCF, ACS, FLMI, CFS
He is the Director of Advanced Strategies at Jackson National Life Distributors LLC

Mr. Clark is a frequent industry speaker and author on retirement design, fuding and sales. Jeff has addressed the Association for Advance Life Underwriting (AALU), Society of Financial Service Professions (FSP), Million Dollar Round Table (MDRT), Top of the Table and others. He has also authored articles for the CPA Journal, The Journal of Financial Service Professionals and many other industry periodicals..

He is a distinguished Military Graduate of the Canisius College of Buffalo, NY and earned a Bachelor of Science degree in Management with a minor in Accounting. He also holds FiNRA Series 6 and 26 registrations and is a CFS® professional.

Thanks to our sponsor: Jackson and Todd Lashway


January 9
8:00 am - 9:30 am
Event Category:


Giancarlo’s Sicilian Steak House
5110 Main Street
Williamsville, NY 14221 United States
+ Google Map


Jeffrey Clark