The AAII Puget Sound Chapter presents...
Strategic Financial and Estate Planning Opportunities in Uncertain Times
With historically low interest rates, record debt levels, uncertainty in the financial markets and all the changes in today’s dynamic tax and financial environment, it’s important to be aware of the opportunities and risks of today as well as those on the horizon. Join Jesse Bond, chartered financial consultant and educator, and Walter Impert, estate planning attorney, to review some fundamental principles of financial and estate planning and discuss why this is one of the best times in history to be proactive about your planning. We will also focus on income generation strategies in a low interest rate environment and look at how to protect your retirement plans from excessive taxation.
Chartered Financial Consultant; Senior Educator, Money Management Educators
Partner and Estate Planning Attorney, Dorsey & Whitney
|Attend This Meeting and Learn...|
|| What’s new about the current tax environment and potential future changes
|| About income and tax planning strategies in an extended low interest rate environment
|| How to build an efficient and effective estate plan
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