Tax & Estate Planning for High Net Worth Investors
In this workshop, we will explore a number of powerful tax-savings strategies to consider implementing now, including how to grow your portfolio in a tax-efficient way. Join us to learn how to reduce your capital gains tax so you keep more of the money you make. We will also highlight some of the simple changes you can make today to pass more money to your heirs.
Protecting Your Assets from the Nursing Home
The average cost of a nursing care stay in Monroe County is approaching $200,000 per year. Without a plan, these costs can quickly drain your hard earned dollars. Join Financial Advisor, Zachary Armstrong, CFP® and Attorney, Stephen Bennet, Esq. of Evans Foxx LLP to learn several financial and legal strategies to protect your money and prevent your nest egg from depleting.