6 Corporate Drive,
Same presentation offered on two dates.
●How Retirement benefits are calculated●Options for married couples and divorcees●Taxes and your retirement plan
●What is estate planning?●What are some of the tools used in estate planning?●Estate tax fundamentals—what you need to know●Estate planning strategies●Gift tax fundamentals—what you need to know
Register for our Thursday, January 19th webinar @ 7 pm!
Achieving financial success can be overwhelming for new families. However, the right planning can put your family on the track to success. Register on our Facebook page to discover the five checklist items to help develop your new family’s finances.