Financial Poise™ Webinars Releases “The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation & Tax Efficiency" Airing May 8th at 2pm CST through West LegalEd

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Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the May 8th premiere of a new webinar series “The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation & Tax Efficiency," designed for attorneys, business owners and executives. Moderator Michael Terrien of West Loop Financial joins panelists from firms including Sugar Felsenthal Grais & Hammer, The Fuchs Schulman Wealth Management Groups at Wells Fargo Advisors, and the Financial Solutions Advisory Group to discuss tax treatments of many types of accounts and how to legally minimize taxes.

Earning a decent living is a necessary, but not sufficient, ingredient for financial independence and an affordable retirement. Spending smartly, saving enough, and investing responsibly are also essential. This Financial Poise Webinar series assumes that even professionals and industry experts with significant income may have no experience or knowledge about investing. This webinar runs through basic investment principles, discusses goals based investing, and covers some of the legal and tax principles that every investor should have a basic understanding of.

The third episode of the series, "The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation and Tax Efficiency," (Register Here) airs on May 8th at 2pm CST and features Moderator Michael Terrien of West Loop Financial. He is joined by Michelle Huhnke of Sugar Felsenthal Grais & Hammer, David Schulman of the Fuchs Schulman Wealth Management Group at Wells Fargo Advisors, and Tad Gray of Financial Solutions Advisory Group.

This webinar covers the tax treatment of different types of investment accounts, and the use of tax efficient investment vehicles to minimize taxes. It also addresses the use of estate planning strategies to minimize both income and estate taxes, as well as basic legitimate asset protection methods.

Each episode in this Personal Finance & Investing Fundamentals series is delivered in Plain English understandable to those attorneys, business owners and executives without much background in these areas, yet is proven to be valuable to seasoned professionals. Previous episodes in the series addressed Basic Investment Principles 101 and Goal Based Investing and are now available on-demand through Financial Poise Webinars. Each episode in the series brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. And, as with all Financial Poise Webinars, each episode in the series is designed to be viewed independently of the other episodes, so that participants will enhance their knowledge of this area whether they attend one, some, or all of the episodes.

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.

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Emily Goldin
since: 01/2013
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Financial Poise
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