October 9, 2 018
7:30 am Breakfast Meeting
The Tax Cuts and Jobs Act of 2017
Approved for SHRM and HRCI Certification Credits
Join us on October 9th at 7:30 am for a breakfast presentation with Dawn Green on the topic of "The Tax Cuts and Jobs Act of 2017".
Since 1913, there have been only four major tax reforms to the U.S. tax code – 1939, 1954, 1986 and 2017. The Tax Cuts and Jobs Act of 2017 (TCJA) contains many significant changes to the tax law in the United States. These changes impact individuals and businesses. The changes may have many implications of financial, estate and business planning with life insurance for individuals.
During our time together, we will be discussing an overview of the changes and discussing some of the implications. It is very important to remember that the TCJA is complex. Everyone should work with the an attorney or tax advisor to determine how the TCJA impacts them and to determine how you should plan under the new law.
Dawn Green was born and raised in Philadelphia, PA. She has been in the financial services field for over a decade, after spending twelve years in an engineering, finance and technical marketing capacities. She joined The Prudential Insurance Company of America in 2017. As a Financial Professional, she acts as an advocate to business owners, individuals and families, providing a map that guides them to their financial goals, aspirations and dreams. She works diligently to build strong client relationships that are based upon respect and trust.
Dawn is passionate about helping people unleash their full potential in their finances. Her goal is to provide education and strategies that help clients gain wisdom about how to navigate their financial landscape.
Dawn received her Bachelors and Masters’ degrees from Temple University and Drexel University, respectively. She holds Series 6, and 63 as well as Life and Health licenses. Dawn lives with her husband of seventeen years, Marcus and 2 children in Middletown, Delaware.