Financial Strategies For Estate Planning 10/23/12 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group
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Financial Strategies For Estate Planning 10/23/12 - Aaron Skloff, AIF, CFA, MBA - CEO Skloff Financial Group

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Financial Strategies For Estate Planning 10/23/12 ...

Financial Strategies For Estate Planning 10/23/12

Skloff Financial Group
www.skloff.com

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  • 1. Financial Strategies for Estate Planning Tuesday, October 23, 2012, 7:30-9:00 pm Madison High School 170 Ridgedale Ave, Madison, NJAre you confident in your financial future? Many people only address the financialaspects of their estate plan when a life altering event occurs - yet there are steps youcan take now to improve your position during those times. You need to take a moreproactive approach to your financial future and estate planning. Utilizing the financialstrategies taught in this course you will learn how to maximize your estate benefits.Learn about the new 2012 federal estate tax laws. You will learn how to extend yourassets throughout your life, pass assets to your spouse without paying taxes, maximizethe amount of your estate that goes to your heirs, and protect your family in the eventof an unexpected passing or illness. We will identify tax advantaged savings vehicles,including 401(k)s, 403(b)s, 529s, IRAs, Stretch IRAs and annuities. We will alsodiscuss the advantages and disadvantages of long-term care insurance. You will comeaway learning the realities of planning for a secure financial future. Aaron Skloff, AIF, CFA, MBA The Adult School of the Chathams, Madison and Florham Park CEO - Skloff Financial Group 908-464-3060 973-443-9222 www.skloff.com www.ssreg.com/chatham/