Home San Diego, CA – 08012019 – Registration

San Diego, CA – 08012019 – Registration

by Scott Magin
Schedule a NO-COST One-On-One Estate Planning Appointment in San Diego



Schedule a One-On-One Appointment Today!
Wealthbridge Insurance Solutions
1081 Camino del Rio Ste 203, San Diego, CA 92108

San Diego, CA - 08012019

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Discover the most effective strategies for passing on the legacy of your wealth to your kids instead of the IRS, following your fulfilling retirement years. 
  • How to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income.
  • Take the confusion out of retirement income planning and empower you to understand your finances.
  • Strategies to plan for incapacity, including special health care directives.
  • Key tax basics, including the federal gift tax, estate tax, and generation-skipping transfer tax.
  • How to take advantage of little known investment vehicles that will help you both achieve your retirement goals and leave a legacy to your loved ones.
  • What you need to know about the most crucial Estate documents – Last Will & Testament, Living Wills, Powers of Attorney, Trusts and more.

Copyright © 2019 The Learning Lab | All Right Reserved | Our seminars are for educational purposes only. No investments or financial products will be promoted at the event. However, our speakers may offer a private consultation. Your attendance at our seminar in no way obligates you to engage with the speaker for any service. See FAQs for complete information. Also review our Privacy Policy.

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