Managing Your Wealth In The New Economy

February 28, 2023

Date: Tuesday, February 28th, 2023
Time: 6:00 PM Central Time
Location: Chicago Prime Italian - 700 N Meacham Rd, Schaumburg, IL 60173

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

Click to Register for this Event.

View full calendar