Dine & Discuss: Understanding Estate and Retirement Planning Tax Strategies

Download Event (PDF)

October 24, 2017 - Hockessin, DE
October 25, 2017 - Hockessin, DE
October 31, 2017 - Hockessin, DE
November 02, 2017 - Hockessin, DE

You're Invited to a Complimentary Dine & Discuss Event!

Cohen Seglias Wealth Preservation attorney Wayne Buckwalter is presenting with Michael Toner for a series of joint presentations on estate and retirement planning tax strategies hosted by of Janney Montgomery Scott LLC and Cohen Seglias.

IRA, Roth IRA, 401(k), and Other Retirement Plans:
Is your current plan effective? Can you minimize the devastating effects of income, gift and estate taxes?
Will your retirement income stream last as long as your retirement does?

Estate Planning:
Does your estate plan deal with the double taxation of retirement plans? Are you aware of potential tax law changes under the Trump administration? Do you have questions about estate and gift tax planning for IRAs and other qualified assets?

Tuesday, October 24 at 6:30 pm 6 Paupers Tavern & Restaurant 7465 Lancaster Pike Hockessin, DE 19707	Wednesday, October 25 at 6:30 pm 6 Paupers Tavern & Restaurant 7465 Lancaster Pike Hockessin, DE 19707
Tuesday, October 31 at 6:30 pm Deerfield Golf Country Club 507 Thompson Station Road Hockessin, DE	Thursday, November 2 at 6:30 pm Deerfield Golf Country Club 507 Thompson Station Road Hockessin, DE

RSVP

To Michael Toner at 302.428.5991 or mtoner@janney.com by October 18.
Seating is limited to the first 20 guests as dinner will be served.