“A leading educational resource for those nearing retirement”
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Sign up today!
No Charge to Attend!
Attend this seminar and learn about:
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Maintaining family wealth over multiple generations
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Understanding the biggest threats to the preservation of wealth
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How to calculate the value of your estate
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6 strategies for a strong generational wealth management plan
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3 Key factors for a sustainable withdrawal rate
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The importance of having a trust and life insurance policy if you're from a blended family
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Strategies that could help reduce taxes
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How retirement planning, portfolio-mix and risk tolerance can affect future generations
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How to NOT disinherit your children and grandchildren because of divorce or another triggering event
“A leading educational resource for those nearing retirement”
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Helping Protect Your Estate Assets and Avoid Unintended Consequences
Why you should attend this seminar:
Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
Join us at the Mt. Lebanon Recreation Center for an educational workshop on June 1 from 11:00 AM - 12:30 PM where we'll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes. The concepts discussed in this course are most suitable for those with investable assets of $500k or more.
Check the background of this investment professional and firm on FINRA’s BrokerCheck
The seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. The concepts discussed in this course are most suitable for those with investable assets of $500k or more. Using the information you'll learn during the seminar, you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money.
Check the background of this investment professional and firm on FINRA’s BrokerCheck
Sign up today!
No Charge to Attend!
If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.
This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Estate Planning 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
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Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Carson Wealth Management nor any of its representatives may give legal or tax advice.
Neal McGrath | Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 7418 Brighton Road Pittsburgh, PA 15202 | 4129042017
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Carson Wealth Management nor any of its representatives may give legal or tax advice.
Neal McGrath | Wealth Advisor. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 7418 Brighton Road Pittsburgh, PA 15202 | 4129042017
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