Afternoon Session Cancelled/Educational Retirement Literacy Workshop
Join Steven J Toto an investment advisor representative of Ethos Capital Advisors. He will speak on estate and tax planning:
Estate Planning
- Common Estate Planning mistakes you need to avoid
- The effect of the SECURE ACT on you heirs
- Estate Planning myths you should not believe
- Navigate the Estate Planning minefield successfully.
Tax Planning
- Why rising taxes may be the biggest risk in your retirement
- Will you have “Excess Income” in 2023 or after age 73?
- How you can benefit from recent tax legislation to potentially reduce your taxes.
- Learn how to take advantage of a 3-year tax window
Call the 24-hour reservation line at 833-783-0925 or Register online: http://www.youRSVP.com and enter code: ZUZBEQ
