Financial Strategies
for
Estate Planning
Monday, October 19, 2009, 7:30-9:00 pm
Berkeley Heights Public Library
290 Plainfield Avenue, Berkeley Heights, NJ
Are you confident in your financial future? Many people only address the financial
aspects of their estate plan when a life-altering event occurs. Yet there are steps you can
take now to improve your position during those times. Utilizing the financial strategies
taught in this course, you will learn how to maximize your estate benefits.
Attendees will learn how to extend their assets throughout their life, pass assets to their
spouse without paying taxes, maximize the amount of their estate that goes to their heirs,
and how to protect their family in the event of an unexpected passing or an unexpected
illness.
We will identify tax advantaged savings vehicles, including 401(k)'s, 403(b)'s, 529's,
IRA's, Stretch IRA's and annuities. We will also discuss the advantages and
disadvantages of long-term care insurance. With Aaron Skloff, AIF, CFA, MBA of
Skloff Financial Group in Berkeley Heights.
Aaron Skloff, AIF, CFA, MBA The Berkeley Heights
CEO - Skloff Financial Group Public Library
908-464-3060 908-464-9333
www.skloff.com library.bhplnj.org