AAII Southeast Florida Chapter

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Invitation to Attend September 13 NYC Webinar on the impending Tax Time Bomb with Jay Blanchard

  • 1.  Invitation to Attend September 13 NYC Webinar on the impending Tax Time Bomb with Jay Blanchard

    Posted 08-20-2023 16:43

    Your chapter may not be currently holding online events, but there's no reason why you can't hop on board any of the webinars being hosted by other chapters! New York City cordially invites you to attend our September program:

    When:  Sep 13, 2023 from 06:30 to 8:00  PM (ET)
    Topic: The Enormous Impending Tax Time Bomb and how to Avoid It
    Speaker: Jay Blanchard, Senior Vice President and Wealth Manager, The Financial Guys
    Register here: http://us02web.zoom.us/webinar/register/WN_wAtUBqvwTWK0cvn513EZSw
    Login: Registration is free (donations gratefully accepted!), but registration is required. You will receive your login credentials upon completing registration.
    About the Event:
    Taxes are usually the highest cost and biggest threat to the wealth of a High Net Worth Investor (HNWI), any investor with over $1M in liquid assets.  CPAs and financial advisors don't always project and evaluate the future taxes owed so that HNW Investors can make better decisions. In fact, many HNW investors have parked their money in the highest taxed assets! Learn how to become your own tax advocate and optimize your portfolio to reduce your tax burden while maximizing your income.

    Key Points to Help you Save Millions

    Ø Understand Tax Buckets

    Ø Combat Increasing Ordinary Income Rates

    Ø Calculate the Tax on Social Security

    Ø Create a Strategic and Tactical Lifetime Tax Plan

    About Jay Blanchard:


    Jay is a well-known financial educator. He has traveled the country teaching investment and taxation concepts. Hundreds of business owners, retirees and pre-retirees have attended his workshops and seminars. Thousands have heard him on WBEN's The Financial Guys radio show, and seen him on WGRZ's Channel 2 News, YNN and WKBW's AM Buffalo. Jay has developed a specialty in developing financial plans that decrease taxes and manage risks. Mr. Blanchard has a talent for making complex retirement concepts easy to understand and convenient to implement. Jay focuses on helping high net worth families and businesses preserve and grow their wealth, promote their lifestyle, and pass a legacy to their loved ones. His licenses include the Series 6, 63 and 65.

    • Online Instructions:
    Url: http://us02web.zoom.us/webinar/register/WN_wAtUBqvwTWK0cvn513EZSw
    Login: Registration is free (donation gratefully accepted!), registration is required.


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    Hollis Wagenstein-Hurturk
    AAII Chapter Liaison
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