Thursday, 25. April 2019, Hilton Garden Inn New York/Staten Island, Invitational Seminar - Tax, Financial, Will & Trust, and Social Security.

from 25. April 2019 - 10:00 till 13:00

Hilton Garden Inn New York/Staten Island

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Join us for a complimentary gourmet brunch!
At this educational event, we will be discussing tax, financial, Will & Trust, and Social Security matters, and other related issues that effect New Jersey Residents. There will be special guests, including Certified Public Accountants, Certified Financial Planners, Attorneys, and a representative from the Social Security Administration. Topics discussed will be:
2018 Tax Law Changes and how these changes will affect you.


Your Social Security benefits


Pensions and retirement plans


Investments and stock portfolio


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Conversions of IRA into ROTH IRA


The new 20% deduction for businesses


The new 20% deduction for landlords


Sales taxes on vacation homes


Generating tax-free income from investments and much, much more...



Elder Care Financial Planning


Retirement planning overview


Retirement income: Will you have enough?


How to achieve security in your portfolio


Choosing the right retirement account


Should you maintain a stock portfolio?


Which account you should pull out money from



Social Security Benefits


The best time to take Social Security


Taxes on Social Security


Social Security while you are still working


Benefits for your family


Five factors to consider when deciding to apply for Social Security benefits



Wills & Trusts
HOW TO PROTECT YOUR HOME WITH MEDICAID PLANNING
We will discuss what options you have in making sure you are doing everything you can to preserve your wealth now and for future generations.

Invitational Seminar - Tax, Financial, Will & Trust, and Social Security. , Hilton Garden Inn New York/Staten Island event

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