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Take Control Now with Strategic Wealth Planning!
You are cordially invited to attend "Take Control with Strategic Wealth Planning!," a complimentary workshop on planning issues and the current low interest rate environment, favorable transfer tax and income tax system. Practical strategic 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 new Secure Act.

Mar 3, 2021 04:00 PM in Eastern Time (US and Canada)

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Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Yi Wang.