- March 15, 2018
- 11:30 AM - 1:00 PM
Viognier in Draeger’s
222 E 4th Ave.
San Mateo CA, 94401
- Event Registration
RSVP to firstname.lastname@example.org
♦ Complimentary Lunch & Parking ♦ Co-Hosted by SMCDS & Tom O’Brien, SGC Financial & Insurance Services
RSVP ASAP! Space is limited!
Break Through the Noise to Tax Reform Insight & Investment Market Update
Dean A. Mioli, CPA/PFS, CIMA®, CFP®, CLU
Back by popular demand, Dean Mioli will discuss the impact of the Tax Reform bill that went into effect for 2018 for individuals and businesses and provide a general Market Update as we near the end of Q1 2018. Dean is a tax expert and practicing accountant. Educate and prepare yourself early to make positive and timely financial decisions. The last time we hosted Dean, the event was sold out …and space is limited at the Draeger’s venue.
Dean serves as Investment Planning Director for SEI Advisor Network. In this role, he is responsible for supporting the delivery of advice-driven asset management solutions for SEI’s advisors and their clients. This investment support is in the form of custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for SEI’s advisors and relationship directors and managers.
Prior to joining SEI, Dean was Client Relationship Manager for CMS Companies, Inc., a private equity/private real estate firm located in Philadelphia. Dean was previously a personal Financial Planning Technical Manager at the American Institute of CPAs and spent several years in the personal financial planning practice and tax technology group with KPMG.
Dean has spoken at national conferences such as the AICPA PFP, as well as various state societies and regional FPA events.