EDUCATIONAL WORKSHOP
EDUCATIONAL WORKSHOPS
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Estate Planning
Wine & Wills: A Client Appreciation Dinner
Your family and up to 2 guests are invited to a special dinner event this October 17th where we delve into the topic of planning your family legacy. Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays.
Over a delightful meal, we'll discuss the importance of focusing your time and effort both on the preservation and distribution of your assets. This will empower you to accomplish your personal and family goals and leave the legacy you desire.
Event Location: Jojo's Hideaway | Located within 17th Street Grill
Address: Address: 17320 17th Street, Tustin, CA 92780
Available Days: Tuesday
Time: 6:30 PM - 8:00 PM
Estate Planning
The Importance of Thoughtful Estate Planning
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays.
We'll discuss the importance of focusing your time and effort both on the preservation and distribution of your assets. This will empower you to accomplish your personal and family goals and leave the legacy you desire.
Event Location: Alliant International University
Address: 2855 Michelle Dr. #300, Irvine, CA 92606
Date: November 9, 2023 | Thursday
Time: 6:30 PM - 8:00 PM
Don't Let Taxes Derail
Your Retirement
Maximize Retirement Savings with Tax Planning!
Attend this workshop to learn about:
Maintaining family wealth over multiple generations.
6 strategies for a strong generational wealth management plan.
Strategies that could help reduce taxes.
Understanding the biggest threats to the preservation of wealth.
3 Key factors for a sustainable withdrawal rate.
How retirement planning, portfolio-mix and risk tolerance can affect future generations.
How to calculate the value of your estate.
The importance of having a trust and life insurance policy if you're from a blended family.
How to NOT disinherit your children and grandchildren because of divorce or another triggering event.
Attend this workshop to learn about:
Maintaining family wealth over multiple generations.
6 strategies for a strong generational wealth management plan.
Strategies that could help reduce taxes.
Understanding the biggest threats to the preservation of wealth.
3 Key factors for a sustainable withdrawal rate.
How retirement planning, portfolio-mix and risk tolerance can affect future generations.
How to calculate the value of your estate.
The importance of having a trust and life insurance policy if you're from a blended family.
How to NOT disinherit your children and grandchildren because of divorce or another triggering event.
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
HOSTED BY:
Edward Schuh
Senior Investment Manager
Marine Corps Veteran
Noelle R. Minto, Esq
Attorney At Law
NM Law, APC
Protect your legacy and ensure your wishes are carried out by creating a comprehensive estate plan.
Space is limited, reserve your seat today!
This is an educational event only. There will not be anything for sale during or after the presentation.
www.theafigroup.com
