Financial Strategies For Estate Planning 10/01/12 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group
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Financial Strategies For Estate Planning 10/01/12 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

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Financial Strategies For Estate Planning 10/01/12

Financial Strategies For Estate Planning 10/01/12

Skloff Financial Group
www.skloff.com

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Financial Strategies For Estate Planning 10/01/12 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group Financial Strategies For Estate Planning 10/01/12 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group Document Transcript

  • Financial StrategiesforEstate Planning Monday, October 1, 2012, 7:30-9:00 pm Westfield High School 550 Dorian Road, Westfield, NJAre you confident in your financial future? Many people only address the financialaspects of their estate plan when a life altering event occurs. In this course you will learnhow to maximize your estate benefits.Learn about the new 2012 federal estate tax laws. Students will learn how to extend theirassets throughout their life, pass assets to their spouse without paying taxes, maximizethe amount of their estate that goes to their heirs, and how to protect their family in theevent of an unexpected passing or illness.We will identify tax advantaged savings vehicles and we will also discuss the advantagesand disadvantages of long-term care insurance. Attendees will come away learning therealities of planning for a secure financial future.Aaron Skloff, AIF, CFA, MBA The WestfieldCEO - Skloff Financial Group Adult School908-464-3060 908-232-4050www.skloff.com www.ssreg.com/westfield