SEPC February Meeting
All in-person seating is reserved and Zoom is the only remaining option.
February Meeting
Erik S. Hendrickson, ChFC®, Senior Vice President Managing Wealth Advisor - Northern Trust
"Rate My Plan” – Planning Opportunities and Pitfalls in an Elevated Interest Rate Environment
Estate planning and wealth transfer techniques are impacted by the economic and capital markets landscape, including prevailing interest rates. There are strategies that are well-suited to a lower rate environment, and some are more efficient in higher rate environments. Add that to the potential sunsetting of the transfer tax exemptions at the end of 2025 and you get some interesting math that is bound by time. We’ll explore different strategies clients may want to consider and traps they should look to avoid as they plan ahead of 2025.
Location
Sutter Club, Sacramento Room
1220 Ninth Street
Parking
Sutter Club, Garage
824 L Street
Zoom Attendees
Please sign in promptly so you have adequate opportunity to prepare for the meeting.
Zoom information will be emailed the day before as well as the time to sign in for the meeting.
Agenda
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.
Cost
- SEPC Members (Zoom): $35
- Non-Members (Zoom): $50
For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org
Zoom registration will close on Monday, February 26.
No refunds after February 21.
