Presentation:
Presentation: “Estate Planning Essentials,” by K. Orian Williams, JD, LLM, Director – Advanced Strategies at Jackson National Life Distributors, LLC.
Orian will provide us with an overview of estate planning issues. CPE credit will be available.

Our organizer’s firm: Bull Run Financial Group
The DC Chapter thanks Sean Moran, Financial Services Rep of Bull Run Financial Group, for organizing this event. Bull Run is an independent financial planning firm located in Fairfax, VA. Every client is different. Bull Run understands the importance of identifying the client’s unique goals and objectives, while being able to access a vast number of investment solutions and services to meet those needs. Bull Run offers comprehensive services to address all of your financial needs. For some, those needs may relate to starting a family. For others, those needs may relate to planning for retirement. No matter the point in your life – and your financial objectives – Bull Run can provide quality options for you and your loved ones. For more information, visit www.bullrunfg.com

Our Host Firm:
RSM US LLP is a. member firm of RSM International, a global network of audit, tax, and consulting firms. RSM has 43,000 employees serving 120 countries. RSM’s vision is to be the first-choice advisor to middle market leaders globally. Please visit www.rsmus.com.

Our agenda is:
6:00-6:30: Networking
6:30-6:40: Call to order, agenda review, announcements, introduction of our host, Nick DiJulio, Tax Senior Manager – RSM US LLP, and introduction of our speaker by Sean Moran of Bull Run Financial Group
6:40-7:30: Presentation - "Estate Planning Essentials” by Orian Williams and discussion
7:30-8:30: 90-second announcements and wrap-up