AAII DFW5011 2/15/2017: "Trump Era Estate & Retirement Optimization" Wyndham Dallas North
Wednesday, February 15, 2017 at 7:00 PM
"TRUMP ERA ESTATE AND RETIRMENT OPTIMIZATION"
Pratik Patel, J.D., Corporate Vice President and Advanced Planning Consultant, New York Life Insurance Company.
Pratik’s professional experience and technical knowledge positions him as a skilled and respected specialist in the identification and implementation of sophisticated insurance-based planning solutions for individuals and business owners. Pratik handles complex tax issues and strategies with ease as he counsels agents and their clients in the areas of estate, retirement and business planning.
Pratik received his Bachelor of Science in Business Administration degree from the University of Illinois, Chicago, Illinois, with a major in finance and a minor in marketing. He earned his law degree from Indiana University School of Law, Indianapolis, Indiana; and, is a member of the State Bar of Illinois.
Tonight's Topic: How to create supplemental income for retirement and maximize your legacy to your children and grandchildren.
Smart investing is invaluable in creating an estate to support your life style and health needs in retirement. But have you also taken the steps to optimize your estate for your children and grandchildren? Do you have specific charitable goals?
>>>>Attend This Seminar and Learn how to ...
1 Efficiently create supplemental retirement income using the latest tax strategies.
2 Protect your estate against law suits.
3 Diversify your sources of funds to allow the most flexibility to optimize income in the face of uncertain tax laws
4 Create a tax-advantaged, multi-generational legacy
Date: Wednesday, February 15, 2017
Time: 6:30 p.m. Registration/Social
>>>>>> 7:00 p.m. Program
8:00 p.m. Open Q&A until ???
Cost: EARLY BIRD ON-LINE PAYMENT DISCOUNT: AAII members & spouses $15, Non-members $20
PAY WITH CASH OR CHECK AT THE DOOR: AAII members & spouses $20, Non-members $25
. >>>>>>>We are not able to take credit cards at the door.
Location: Wyndham Dallas Suites ParkCentral
The hotel is in the northwest quadrant of 635 and Coit. The address is on Alpha, but the hotel entrance is on Bloosomheath. From Coit and 635, drive west on the 635 access road one block. Turn right (north) on Bloosomheath Lane 1 block. Look up for the tallest building in the area - says Wyndham on top! Parking is FREE. We'll be in the Newbury room on the second floor.
You are welcome to bring a beverage from the hotel bar or restaurant.
When & Where
American Association of Individual Investors (AAII) DFW chapter
Questions? Please CALL Charlotte Hudgin 214-995-6702