November Luncheon Meeting
Date: Tuesday, November 18, 2025
Time: 11:45am - 1:30pm
Location: West Shore Country Club
Speaker: Hank Kulik, CFP®, Investment Planning, Investor Services Team, SEI
JUST ADDED – MEMBERSHIP DRAWING! Members who bring a guest will be entered to win a FREE meeting registration for themselves and a FREE EPC Membership for their guest!
"Year End Tax Update - Navigating the One Big Beautiful Bill Act"
Learn more abount:
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Tax Brackets adjusted & Standard Deduction increased
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Itemized Deduction Limitation
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State and Local Tax (SALT) Deduction
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Charitable Giving
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Senior Deduction (New)
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Opportunity Zones
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Qualified Small Business Stock
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Business & Corporate Taxes
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Estate and Gift Taxes
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Best of the rest
With Special Guest speaker:
Hank Kulik, CFP®, Investment Planning, Investor Services Team, SEI
Hank is responsible for the delivery of advice-driven asset management solutions for advisors who work with SEI and their clients. This investment/financial planning support includes custom investment case analysis and presentation support for advisors, as well as comprehensive financial planning and technical investment support.
