The AAII Southeast Florida Chapter presents...

"Estate Planning Opportunities “Before the Clock Strikes 2013”"

    Discussed by:

    Michael J. Silver AEP, CFP, CLU
    Michael J. Silver AEP, CFP, CLU Founder, Baron Silver Stevens Financial Advisors, LLC

On January 1, 2013, certain transfer tax provisions expire and federal estate, gift and generation-skipping transfer tax rates and exemptions return to pre-2001 laws. Learn how to take advantage of the expiring transfer tax provisions and save your families millions in confiscatory taxes. Waiting to plan until after 2012 could prove costly.

Attend This Meeting and Learn...
About the specific estate tax laws that are changing
How to take advantage of the current tax laws prior to the change
Simple and advanced tax strategies that may help reduce or even eliminate the estate tax

Wednesday, October 17, 2012
10:00 a.m.    Registration/Social/Refreshments
10:30 a.m.    Program
11:15 a.m.    Q&A
Charles Schwab
500 East Broward Blvd., Suite 101 (first floor)
Fort Lauderdale, FL 33394
[ Map This Location ]
At the Door (space permitting), Everyone, $5
Full-Time Students with ID, Free

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