We are excited to announce next in-person meeting of the year scheduled for:

Tuesday, November 9th at 11:45 a.m. to 2:15 p.m.

at Ruth's Chris Steak House

With speakers:

Chris McGovern of Transamerica

Topic: IRAs: Landmine or Goldmine?

&

Marcus Magness of Gilmore Magness Janisse

Topic: Proposed Changes to Estate Tax Planning Laws

*Thank you to our Gold Sponsor, Gilmore Magness Janisse, for their ongoing support of FPA Central CA!*

For Members:

• Earlybird registration deadline is November 5th. Cost is $20 per person.
• Late registration deadline is November 8th. Cost is $30 per person.

For Non-Members: $50 per person by November 8th.

Details:
2 CE Pending

Bio:

Marcus Magness

Mr. Magness’ transactional practice is focused in the areas of tax and estate planning, business organization, real estate and probate. Mr. Magness’ litigation practice is limited to probate matters and representation of private parties, governmental agencies and public utilities in eminent domain actions. His practice includes real estate acquisitions and finance; 1031 exchanges; planning for large estates; probate of contested estates; estate and gift tax return preparation; income tax, gift tax, generation-skipping transfer tax and estate tax audits and appeals; sales & use tax audits and appeals; property tax appeals; entity formations and terminations; complex buy and sale agreements; and business acquisitions and sales.

Mr. Magness is also an adjunct professor at California State University Fresno. He has taught an undergraduate level business law course geared towards agriculture since 2002. He has also served on the Fresno County Assessment Appeals Board since 1998. The board is a quasi-judicial body that hears taxpayer appeals and equalizes the property tax rolls for the County of Fresno, California.

In additionl to teaching at Fresno State and serving on the Fresno County Assessment Appeals Board, Mr. Magness is a proud and active member of the East Fresno Rotary Club. Mr. Magness enjoys most all outdoor activities, including camping, hiking, mountain biking, sailing, and skiing.

Chris McGovern - Transamerica

Chris joined the Advanced Markets Group in 2013 and has more than 15 years of experience in selling financial products and services. Prior to joining the Advanced Markets Group, Chris spent six years as a wholesaler of annuity and life insurance products at both Transamerica and Jackson National Life Distributors LLC. Before that, he worked in the retail financial services industry. Early in his career, Chris developed a passion for advanced financial planning strategies and has dedicated considerable time to the study and application of financial planning concepts.

He now focuses exclusively on helping financial professionals build their business through advanced financial planning strategies and travels the country presenting on these topics. By focusing on these areas, he is able to provide effective guidance, assist with case design, and help financial professionals identify business opportunities.

Chris’ experience is an essential component of an outstanding professional group with experience in financial planning, estate planning, taxation, retirement giving.