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Take Control Now with Strategic Wealth Planning!
"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.
Register at: https://nylife.zoom.us/webinar/register/WN_X67XL_QjTDSbDAnI_IX3kQDate and Time
Wednesday Mar 3, 2021
6:00 PM - 7:00 PM ESTWednesday March 3, 2021 at 6:00 pm
Location
Zoom: Register today
https://nylife.zoom.us/webinar/register/WN_X67XL_QjTDSbDAnI_IX3kQFees/Admission
NO Cost
Contact Information
Jean-Marie Leonard, New York Life
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