Financial Poise™ Premieres Webinar "THE LEGAL & TAX ASPECT OF INVESTING: ASSET PROTECTION; ESTATE PLANNING, AND TAX EFFICIENCY" Airing March 17th at 11am CST

Share Article

Financial Poise™ Webinars and West LegalEdcenter are pleased to announce "THE LEGAL & TAX ASPECT OF INVESTING: ASSET PROTECTION; ESTATE PLANNING, AND TAX EFFICIENCY" airing March 17th at 11am CST designed to introduce attorneys and business owners to the legal and tax issues critical to protecting your assets. Moderator Jonathan Friedland joins panelists from Sugar Felsenthal Grais & Hammer, West Loop Financial and the North Shore Council of the Financial Planning Association to explains the basics in legal asset protection.

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Emily Goldin
@FinancialPoise
since: 01/2013
Follow >
Financial Poise
since: 06/2011
Like >
Financial Poise

Follow us on
Visit website