Financial Strategy Workshop
Tuesday, December 18, 2018
6:30p - 9:00p EST
Urban Coalhouse Pizza + Bar
2 Bridge Avenue
Red Bank,
NJ
07701
Organizer:
Dynasty Advisors LLC [email protected]Presenter:
Alfred Polizzotto III, JD, CFP®Come join the Dynasty team for this important information session presented by
Alfred Polizzotto III, JD, CFP®, The Law Offices of Polizzotto & Polizzotto, LLC
What you LEARN
- Mistakes: Protect ;your assets from Catastrophic illness
- Learn: Facts about what is exempt from Medicaid attachment
- Probate: Trusts, Lawsuits, and Legal considerations
- How To: Potentially increase your spendable income
- Taxes: Strategies to lower or eliminate taxes as well as using the current 2018 Federal Gift Tax
- Banks: Advantages and Disadvantages
Enjoy a nice dinner with valuable information and good company!
Seating is limited - Call Linda Barny to Register at 866-284-1314,
email [email protected] or register online NOW!