Building a Lasting Legacy: Essential Estate & Tax Planning Strategies For Retirement

It can be easy to overlook, but an estate plan is essential for nearly every person, regardless of how much money you have. Without a plan, the laws in your state can govern what happens to your assets, leaving your family to deal with lengthy probate court delays and difficult decisions. In this course, we will share with you tax strategies and concepts as well as examples and case studies to help illustrate how you can potentially protect your hard-earned resources for the next generation. 

About Michael Alimo
Michael and his team have created a circle of advisors to serve all your retirement needs. In addition to planning for your retirement income and insurance needs, he partners with CPAs and estate planning attorneys to provide a full overview of everything needed in your retirement plan. They all have a seat at the table to talk about your plan.

Michael’s approach is built on experience. He has been in the financial industry since 1984, and he founded his firm in 2000. Michael studied finance and accounting at the New York Institute of Technology, and he has passed the Series 7 and 65 securities exams.

Registration is required to attend this IN PERSON event.