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Understanding Estate and Retirement Planning Tax Strategies

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May 04, 2017 - Mendenhall, PA
May 04, 2017 - Kennett Square, PA
May 11, 2017 - Kennett Square, PA

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?

Thursday, May 4th at 6:30pm
Mendenhall Inn Restaurant
323 Kennett Pike
Mendenhall, PA 19357

Wednesday, May 10th at 6:30pm
Kennett Square Country Club
100 E Locust Lane
Kennett Square, PA 19348

Thursday, May 11th at 6:30pm
Kennett Square Country Club
100 E Locust Lane
Kennett Square, PA 19348