april, 2016

19apr6:00 pm8:00 pmApril Educational Dinner

Event Details

Please join Wealth Planning Network for this free educational event that includes dinner, and reviews important financial planning strategies for 2016.  Please call our office at 708-481-4000 to RSVP today!

Topics to be Discussed:

  • IRA Planning- How to best plan to take distributions to minimize the tax liability.
  • Social Security Strategies- The recent changes to Social Security may severely reduce your income in retirement. Find out the best strategies to maximize your benefits.
  • Annuity Planning- Learn about the Good, the Bad, and the Fine Print!
  • Estate Planning- Ensuring your estate plans are properly setup to avoid paying up to 56% in Estate Taxes.
  • Asset Protection- Learn about how to properly structure your estate to protect your assets from Taxes, Creditors, and Divorce.

A 2013 U.S. Trust Survey Indicated that “72% of Wealthy Families are Missing a Comprehensive Estate Plan”. Attend this event and learn about the planning you should implement to maximize and protect your estate.


(Tuesday) 6:00 pm - 8:00 pm


Ditka's- Oakbrook Terrace

2 Mid America Plaza #100, Oakbrook Terrace, IL

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