Broker Check
24 Oct
Webinar - Wealth Transfer Planning - Passing Assets Successfully


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 for a free webinar on Tuesday, October 24th at 10 AM or 6 PM ET to learn strategies to transfer your assets in a tax-efficient manner.

Anthony Bosco, Senior Regional Vice President at Western & Southern Group will discuss:

  • How income and estate taxes can erode your legacy
  • Tools to gift assets tax-efficiently during your life
  • Ways to minimize taxes on inherited assets
  • Ensuring your estate plan aligns with your goals

Don’t let taxes shrink the legacy you’ve built. Register today to learn tips to maximize your estate after you’re gone.

Date and Time

Tue, Oct 24, 2023

10:00a - 8:30p EST


On line Webinar


Event Registration