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It's Not Too Late to Register for Our September Webinar with Jay Blanchard!

  • 1.  It's Not Too Late to Register for Our September Webinar with Jay Blanchard!

    Posted 09-07-2023 12:32

    It's not too late to register for our September 13 webinar with Jay Blanchard! You can see thwe complete details in the Discussion Post below. Here's a quick summary to guide you straight to the registration link: 

    When:  Sep 13, 2023 from 06:30 to 8:00 (ET)
    Register here: http://us02web.zoom.us/webinar/register/WN_wAtUBqvwTWK0cvn513EZSw
    Login: Registration is free (donation gratefully accepted!), 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



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    Hollis Wagenstein-Hurturk
    AAII Chapter Liaison
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