|
| Member Events
Financial Planning Seminar
10:30 am — 12 pm
Thursday, November 5, 2009
Riley Seminar Room
Learn what you can do to enhance your present finances and reduce taxes on your estate. Gain critical knowledge free of charge or obligation.
Speaker John Brown
Nationally recognized expert on estate and gift planning
Topics include:
Federal estate and gift taxes: what is and is not taxed
Wills versus living trusts
Hidden taxes on retirement plans
Charitable gifts that increase income and reduce taxes on your estate
Avoiding capital gains tax on appreciated securities
Passing assets to heirs without gift or estate taxes
Realizing your home’s cash value without giving it up
|
 | Complimentary parking available to participants.
Due to limited space, attendance is offered on a first-respond, first-registered basis. Please register by October 30, 2009. For more information, call Claudia Mahan at 617-425-4047, or e-mail cmahan@mfa.org.
| | |
|
|
Add to iCal/Outlook Calendar:
Add all dates | Add this date
|
|
|
