"Take Control with Strategic Wealth Planning!," a complimentary workshop on planning issues and opportunities to consider in the current low interest rate environment, favorable transfer tax and income tax system. Practical strategic wealth planning options will be discussed so you can take action now to protect your wealth and provide for the financial well-being of your family and loved ones!
Topics covered include:
• Current tax system versus possible changes;
• Defensive and advanced planning strategies to consider now;
• Utilizing trust planning and life insurance strategies to preserve wealth; and
• Tax diversification strategies under the Secure Act.