2020 Year End Planning Strategies

November 19, 2020
12:00 PM - 1:00 PM
 Add to Calendar

Zoom Conference


2020 Year End Planning Strategies 
Presented by: Tim Steffen, CPA-PFS, CFP®, CPWA®, PIMCO Investments
Sponsored by PIMCO

We are very pleased to announce that Tim Steffen of PIMCO Investments, LLC. will be the guest presenter at our next chapter meeting on November 19th, 2020.

Clients expect financial professionals to proactively help them organize their financial affairs and deliver experiential alpha in these atypical times. This session provides actionable strategies for tax planning, charitable giving, retirement, and portfolio management, including how to:

  • Identify a checklist of planning strategies for year-end discussions
  • Add value to client relationships by providing an organized and timely service

Resources to be provided:

  • Advisor Resource: “2020 Year End Planning Checklist”
  • Investor Resource: “2020 Year End Planning Checklist for Investors”

Mr. Steffen is a senior consultant in the advisor education group at PIMCO. For more than 20 years, he has provided training for financial professionals on advanced wealth management topics, including tax planning, retirement strategies, and wealth transfer techniques. Before joining PIMCO in 2019, Mr. Steffen spent 20 years with Baird, most recently as director of advanced planning. He also worked at Arthur Andersen, specializing in personal tax and financial planning. Mr. Steffen is a faculty member for the Certified Private Wealth Advisor (CPWA) program offered through the Investments and Wealth Institute. He earned an undergraduate degree in accounting from the University of Illinois and holds the Certified Public Accountant license (CPA) and the Certified Financial Planner (CFP®) and CPWA® designations

The November chapter meeting will be held virtually via Zoom to continue to take the necessary precautions against the spread of COVID-19. Please follow the link to register!

1 hour of CFP® credit approved.

Thursday, November 19th                            12:00 - 1:00PM                  Zoom Virtual Meeting Software                 No Charge


Unless otherwise specified, all meetings are on the 3rd Thursday