june, 2016

22jun6:00 pm8:00 pmTax Minimization 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!

During the event, you will learn how to:

  • Avoid paying capital gains taxes on highly appreciated assets
  • Not fall into the IRA RMD tax trap at age 70 ½
  • Create an exit strategy from your IRA accounts and convert to a Roth IRA, Tax Free
  • Establish a tax deductible pension plan that will provide tax-free income during retirement
  • Structure your estate plan to avoid paying a combined 56% Estate Taxes

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.


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


Seasons 52

3 Oak Brook Center Oak Brook, Illinois 60523

Comments are closed.