Estate, Tax and Financial Planning

Join us for a joint presentation with a special guest speaker – estate planning attorney Isaiah Cureton.

Financial Planning Topics:

• STOCK MARKET VOLATILITY: Would a market correction create additional challenges on meeting your planned retirement date?
• TAX-EFFICIENT STRATEGIES: Strategies to protect your retirement income from potential tax increases.
• RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed income for life.
• THE SECURE 2.0 ACT: What the 2022 tax legislation means for your retirement savings and how it may impact your IRA withdrawals.

Estate Planning Topics:

• ESTATE PRESERVATION: How to help protect your estate and how to preserve and manage your family wealth over multiple generations.
• INCAPACITY: Is someone designated to manage your estate and affairs in the case of incapacity, or worse?
• LEGACY: Do you have a plan in place to ensure a smooth transfer of assets to the next generation?