Phone: 888-237-3127 - E-mail: askben@poorrichardsfinlit.org

Trust Trilogy: Optimize Tax Efficiency of Assets

— A valuable, informational seminar -- Inquire about limited available FREE ($250 value) seating! —

Informational Only. Nothing will be sold.
Location:


Berlin Community Center
230 Kensington Rd
Berlin, CT 06037
(Click for directions)

SEATING IS LIMITED, SO SIGN UP TODAY!
(Ask about limited available FREE Seating!)

Attend this seminar and learn about:

  • How to protect your assets for your children.
  • How to reduce or eliminate the tax burden.

  • How to handle special situations.
  • How different trusts can work together to protect your loved ones.
Why you should attend this seminar:

The IRS will be coming after your children hard in terms of taxes owed after you die. Learn how to bullet proof your assets from this attack.

Learn how to be "in control from the grave" so that your wishes are kept safe from a tax happy IRS.

Learn how to mix strategies, using trusts and other financial tools, to achieve your wishes for you and your family.

Join us at the Berlin Community Center for this informational seminar covering the Trust Trilogy & how to optimize the efficiency of your assets.

Be sure to inquire about limited available FREE ($250 value) seating!

We'll see you there!

Check the Sign-Up Schedule at right for available date(s) and time(s).

Be sure to check out all our valuable seminars:
  • Long Term Care Planning
  • Tax-Free Income Planning
  • College Planning: Getting the Best Education at the Best Price
  • Social Security & Medicare: 7 Keys to Enhancing Benefits
  • Trust Trilogy: Optimize Tax Efficiency of Assets
  • Pension & Social Security Maximization Solutions
  • Proactive Planning & the Virtual Family Office Experience
  • Advanced Tax Strategies
(Limited free admission is available for all seminars!) Click here to learn more.
Please enter your sign-up information here:

My information:


I wish to sign up for the Seminar(s) held on:
(Sign up for as many sessions as you wish to attend. Note: If a checkbox is disabled, either there is no seminar at that date/time, or the session is fully booked. Seminars are held on a first-come, first-served basis.)
Sign-Up Schedule -- Dates and Times available for this seminar.
Wednesday, Oct. 12
Wednesday, Nov. 9
Bringing Spouse or Guest:

  
(*) If you sign up for our mailing list, we will occasionally notify you of upcoming events that we believe might interest you. We might also send you alerts if we believe that there is something important that you should know.

Here's what we will not do:
• We will not spam you.
• We will not sell or divulge your contact information to anyone, under any circumstances.

Phone: 888-237-3127 - E-mail: askben@poorrichardsfinlit.org
This presentation is strictly informational. No investments will be promoted, however, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered. The Financial Advisor presenting this seminar is not affiliated with the Social Security Administration or any other governmental organization.