Managing Your Wealth In The New Economy
May 10, 2023
Date: Tuesday, May 9th, 2023 or Wednesday, May 10th, 2023
Time: 6:00 PM Central Time
Location: Makray Memorial Golf Club - 1010 S. Northwest Highway, Barrington, IL 60010
What you need to start doing now prior to the expiration of the Tax Cut and Jobs Act
- What 87,000 new IRS agents means to you, your family and your finances
- Positioning your portfolio from the bursting of the “Bond Market Bubble”
- Low volatility investment strategies without using an annuity
- You’ve worked hard to protect your children and grandchildren, are they protecting themselves?
- The three pillars of managing successful retirement income under the New Tax Code
- How the SECURE ACT 2.0 changes retirement and estate planning
