Registration
May Luncheon
The Social Security Fairness Act and IRMAA
Featuring Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
2 Hours CE
Tuesday, May 20th, 2025
Three Flames Restaurant
1547 Meridian Ave
San Jose, CA 95125
Agenda:
10:00 a.m. – 11:30 am Board of Directors’ Meeting. All welcome, and ENCOURAGED, to attend.
11:30 am – 12:00 pm Check-in & Network
12:00 pm – 12:30 pm Lunch
12:30 pm – 2:10 pm Seminar