BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20231205T173000Z
DTEND:20231205T190000Z
LOCATION:Hollytree Country Club 
UID:2526420231205T173000ZDecember Luncheon- "SECURE 2.0: What You Need To Know" 
DTSTAMP:20260621T121512Z
DESCRIPTION:\nWe are pleased to have Jana L. Simons, LL.M., J.D., CFP® join us for the ETEPC December 2023 luncheon. She will be discussing the SECURE Act and the recent retirement planning legislation and administrative guidance.\n \n \n \nJana represents individuals and multi-generational families.  She primarily focuses on tax planning, drafting complex wills and trusts, implementing wealth preservation strategies, and charitable giving.  Jana emphasizes helping clients achieve their objectives by designing creative and functional solutions tailored to their specific goals—whether it involves business establishment or reorganization, or facilitating the administration of a trust or estate.\n \nJana draws from a vast breadth of experience in her law practice.  Prior to joining the firm, she managed a large horse ranch and cultivated successful real estate and insurance practices. Jana’s business-focused background allows her to understand her clients’ concerns and employ a practical approach to tax, estate, and business planning issues.\n \nShe holds an LL.M. in Taxation from Georgetown University Law Center with an academic concentration in Estate Planning.  During her time at Georgetown, Jana served as an extern for the United States Department of Justice, Tax Division.  While working on her J.D., Jana completed her Master’s degree in Personal Financial Planning, represented pro bono clients in tax controversy matters with the IRS, served as a Peer Financial Counselor, and clerked for the Honorable Robert L. Jones, United States Bankruptcy Court, Northern District of Texas.\n \nPrimary Practice Areas: Estate Planning and Probate; Income Tax and Business Planning\n \nJana is admitted to practice in Texas and is a Certified Financial Planner, CFP®.\n \n \n \nC. E. CREDIT: No prerequisites required.\n \nCPAs: One hour                                CFP: One hour\n \nAttorneys: One hour                          CLU: One hour - based on course content\n \n \n
SUMMARY:December Luncheon- "SECURE 2.0: What You Need To Know"  - East Texas Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR