Discussed by:
William R. Fleming
Managing Director, PricewaterhouseCoopers

Taxes are an important factor in developing any investment or retirement program. Yet, surprisingly, many investors ignore them in retirement projections. This can prove to be a serious mistake. With trillion dollar deficits and aggressive domestic programs in the works, it’s no secret that income taxes will be increased significantly in the future. Furthermore, Congress has set its sights on reworking the estate tax, making estate planning difficult at this time. Without proper planning, a big chunk of your savings may wind up with Uncle Sam!

William R. Fleming, a tax and financial planning expert from the internationally renowned accounting firm of PricewaterhouseCoopers, will discuss various strategies for keeping more of your money for yourself and your heirs. He will also discuss potential changes in the income and estate tax laws that every investor needs to know.

MEETING DETAILS

Date: Thursday, November 5, 2009 Time: 6:00 p.m.    Registration/Cash Bar/Social 7:00 p.m.    Dinner 8:00 p.m.    Program 9:00 p.m.    Q&A Location: The Waters Edge at Giovanni's II 2748 Boston Post Rd. (US-1) Darien, CT 203-325-9979 [ Map This Location ]