3/7 AXA Estate
Qualified plans - what are they? How do they work?
Learn how defined contribution and defined benefit plans could keep more of the profits in the hands of the business owners, key employees, and how model the plan to tilt the scales in your favor.
About the Speakers:
| Javier Tafoya Javier Tafoya is a Financial Consultant with AXA Advisors in Denver, Colorado. He coordinates strategies designed to build and protect the wealth of his clients providing tax efficiency in all aspects of design and implementation, including the management, distribution, and transitioning of client's assets. Tafoya brings his unique experience as a business owner to help Business Owners and Executives address three distinctive business concerns; business strategy, tax efficiency, and succession planning. |
Mark Neely Mark Neely received his BS in Business Administration from Biola University and his MBA from Colorado State University. He began his career with AXA Advisors, LLC, in 1988 and was named in the top 100 Branch Managers of the Year Nationwide by "On Wall Street" magazine in 2007. Mark became the Branch Manager in Denver in 1996, and after two years of lending his service to the AXA Branch in Boston, Mark returned to Colorado to resume managing the Denver Branch and continue their work in our community. |
Cost:
Standard course fee - $35.00
Bronze Denver Metro Chamber Members - $25.00
Gold/Silver Denver Metro Chamber Members - Free
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