Managing Your Wealth In The New Economy

February 29, 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

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