Learn about strategies to keep your fair share and take control of your retirement and legacy.

You and your spouse are cordially invited to attend this complimentary, informative and entertaining dinner event.

Ask an Expert:

• Estate Planning: The difference between wills & trusts, and probate avoidance strategies
• Taxes: Understand the impact the IRS can have on your retirement.
• Secure Act & Tax Laws: How recent (and pending) legislation could effect your assets and goals.
• Long-Term Care: How to create a tax-efficient pool to provide peace of mind for this very real (and costly) concern.
• Power of Attorney & Medical Directives: What they are and why they matter.
• The importance of a comprehensive financial and legal estate planning strategy to preserve and protect you, your family, your assets, and ultimately your goals.
• Tax-efficient planning strategies including Roth Conversions, RMDs, and more…

Your hosts for the evening, Chris Cooper & Kevin Vitale, are experts in their field at protecting and preserving assets and legacy. In this jam-packed event, they will show you how to protect your estate, avoid probate, preserve your capital, decrease risk and minimize the IRS impact on your assets. You will leave with valuable information you can act upon immediately, such as:

Don’t miss this event if you own your home, are a business owner, have an IRA / 401(k) or other investment accounts and are concerned about taxes, your legacy, and keeping your fair share of your hard-earned assets.

Space is limited, reserved for first-time attendees only who are serious about taking control of their future. RSVP today to secure your seat.

To Register:

Visit yoursvp.com