Estate Planning Strategies


Estate Planning Strategies: Maximize Wealth and Protect the Next Generation

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THURSDAY, september 13

10 a.m.

Saratoga Golf and Polo Club
301 Church Street
Saratoga Springs, NY 12866

Free to attend | Refreshments Served | Seating is Limited

Presented by Pierro, Connor & Strauss, LLC. and The Niles and Carl Group of Janney Montgomery Scott

You’ve worked hard to build wealth and set the stage for a secure retirement, but will your plan succeed? The government is waiting for its share through fees, taxes and the looming costs of Long- Term Care! In this free workshop, take control of your retirement with step-by-step instructions that can simplify your life, fortify your plan and amplify your life savings. Learn powerful strategies to manage wealth inside of retirement plans — combined with proven trust planning tools that will:

  • Secure income while preserving assets through retirement 
  • Stretch your IRA to boost value
  • Minimize income, capital gain and estate taxes 
  • Planning to get quality care at home
  • Legacy planning that secures wealth for children
  • Manage risk with insurance products and grandchildren