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LIVE PROGRAM! Westwood Country Club!

Luncheon Event!

Friday, March 25, 2022

11:30 AM Check-in

Please join us for our Luncheon Program at Westwood Country Club. Speaker Details below! We are all anxious to meet and greet, so please come join us for this LIVE EVENT! Two Great Speakers! Social Color Coding for Comfortable Networking Options!

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Chris Yost, SVP, Cantor Fitzgerald

Advanced Planning Strategies with Opportunity Zones and 1031s 


The Qualified Opportunity Zone Program, created by the 2017 Tax Cuts and Jobs Act, has gained significant traction as asset prices have soared leaving individuals and entities flush with capital gains. Elevated asset valuations, combined with expiring tax benefits of the program and proposed tax changes under the Biden Administration's Build Back Better bill, are leading to increased adoption. Join Cantor Fitzgerald for an in-depth update on the QOZ Program and how advisors are incorporating Opportunity Zones in tax, financial and estate planning for HNW and UHNW clients considering the potential changes to the tax code. 


Live Luncheon!


Westwood Country Club

Vienna, VA


Friday, March 25, 2022 - 11:30 AM

Check In


Programs end by 2 PM!


2 CFP CE Pending! 2 CIMA CE Pending! CPA CPE Offered!


$40 Members - $60 Non-Members

Second Presentation offered by INVESCO!

Session Details Coming Soon!


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Color Coding for Individual Comfort for Social Networking Options!

Color Stickers will be available to indicate your preference of Social Networking and Indicate your Comfort Level Socializing with Others!


You acknowledge that an inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending the event, you agree to abide by all safety protocols of the facility and voluntarily assume all risks related to exposure.