Topics to be Discussed:

Social Security: How and when to take it.
Investment tactics that can reduce your future tax burden and help safeguard your estate.
How to handle changes in tax laws which affect your existing retirement plan or IRA assets.
How to ensure an income-tax-free inheritance for my heirs. Strategies with no extra money spent from your pocket.
Do you know what your options are if you have experienced tremendous losses or recently left your employer?