"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_IX3kQ
Wednesday Mar 3, 2021
6:00 PM - 7:00 PM EST
Wednesday March 3, 2021 at 6:00 pm
Zoom: Register today
https://nylife.zoom.us/webinar/register/WN_X67XL_QjTDSbDAnI_IX3kQ
NO Cost
Jean-Marie Leonard, New York Life
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Printed courtesy of viennabusiness.org/ – Contact the Vienna Business Association for more information.
243 Church Street, NW, Vienna , VA 22180 – 571-550-2483 – info@viennabusiness.org