February 28, 2024
Location: Cooper's Hawk Arlington Heights
798 W Algonquin Rd, Arlington Heights, IL 60005
Event starts at 6:00 PM
Event Details
- 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
