HBA Estate Planning Workshop
HBA Estate Planning Workshop
Event Type: Education
Event Type: Education
Join our upcoming breakfast workshop, led by Instructor Matthew Williams, Director of Financial Planning Impact Advisors Group, where he will provide valuable information on ways to protect and prepare for your family's future.
Topics Include:
Date: Friday, January 24, 2024
Time: 8:30 am- 10:00 am
Location: HBA Office
Tickets: Free
Topics Include:
- How to protect your family and loved ones when you no longer can
- How to pass on more than just your assets and leave a true legacy
- Strategies that could help reduce taxes
- Movement of assets and strategies to avoid Probate
- Federal Estate Tax / Pennsylvania Inheritance Tax and how it works
- How the Three Types of Money affect your Retirement Income
- How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate
- What is the Widow's Tax and how it affects you tax rate
- How the Sequence of Returns can matter more then average return when withdrawing money
Date: Friday, January 24, 2024
Time: 8:30 am- 10:00 am
Location: HBA Office
Tickets: Free
Date and Time
Friday Jan 24, 2025
8:30 AM - 10:00 AM EST
Contact Information
Carla Zapotek
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