Broker Check
24 Aug
Leaving a Legacy? Tax Efficient Asset Transfer


Even if you don’t consider yourself wealthy, you’ve likely worked hard to save the money you want to leave for your loved ones after you’re gone. Now you may be at a point where you are considering how to pass some of these assets on to the next generation ─ your children or grandchildren, or to a favorite charity. However, you may be very surprised by just how much taxation may eat away at the inheritance you intend to leave your heirs.

Join us Wednesday, August 24th at 11:00 AM ET as we discuss ways to help you understand some of the factors involved with transferring assets in a tax-efficient manner so that you can make an informed decision; one that best meets your needs and assures the greatest benefit for your loved ones.

Date and Time

Wed, Aug 24, 2022

11:00a - 12:00p EST


Online Event


Event Registration