Chicago, IL (PRWEB) March 10, 2016
The media regularly reports that Americans don't save enough. How much is enough? That depends, in part, on each individual's financial goals and the size of returns their savings are generating. Many investors who thought they were well situated for retirement were devastated by the 2008 meltdown. Many others in recent years have lost their entire nest egg to fraudulent schemes. This Financial Poise™ webinar series, INVESTING BASICS 2016, will provide a solid introduction to the fundamentals of investing.
As with all Financial Poise™ webinars, each episode in the series is designed to be viewed independently of the other episodes, and listeners will enhance their knowledge of this area whether they attend one, some, or all of the programs.
Episode #3 of the series is "The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency." (Register Here) Moderator Jonathan Friedland will be joined by Michael Terrien of West Loop Financial, Charles Sikorovsky, the Chair of the North Shore Council of the Financial Planning Association, and Michelle Huhnke of Sugar, Felsenthal Grais & Hammer.
How can assets be titled in a way that makes them “tax efficient?” What type of estate plan is the right one? How can assets be protected from the reach of creditors and what situations make that important? This webinar discusses these issues in the context of your broader financial planning.
ABOUT FINANCIAL POISE™:
Financial Poise™ provides unbiased news, continuing education, and intelligence to private business owners, executives, investors, and their trusted advisors. For more information contact Emily Goldin at egoldin(at)financialpoise(dot)com or 312-469-0135.