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«Monday October 01, 2018»
Start: 1:30 pm
End: 2:30 pm

Monday, October 1st 1:30 pm - 2:30 pm
Logan Square Library
3030 W. Fullerton
Free workshop
laortiz01@ft.newyorklife.c om or 773-848-8436 to RSVP

Informational workshop, designed specifically to discuss how the tax law changes may allow individuals and business owners to save income taxes and how the estate and gift tax changes may provide you with a window of opportunity for additional planning to maximize the assets you pass to your heirs. You will learn: how the new income tax brackets and changes to deductions could impact individuals, how the tax law changes are likely to impact business owners, how to have a conversation with your tax adviser about these changes, how the estate and gift tax changes create an
opportunity for some to transfer additional wealth to the next generation
Seminar Workshop and Insurance Sales Presentation

Sponsored By: Lisa Ortiz Agent, New York Life Insurance Company
Presented By: Lynn R. King J.D. CVP, Advanced Planning Group Chicago Northshore General Office

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