A Webinar Series: Proactive Planning in Preparation for 2013: Plan Now for 2013: Tax, Gift and Estate Planning Tips – What to Do Before December 31
Date: October 18, 2012 - 12:00-1:00 pm E.T.
Duration: 1 hour
Speakers: Lyle Benson, Ted Sarenski, and Scott Sprinkel
Webinar Presentation Recording (not available yet) | Presentation Materials
This year presents an unprecedented opportunity for consumers to turn their focus to their personal financial plan (or lack thereof), including retirement, estate, tax, investment and insurance planning. With so many unknowns in 2013 compounded by an election year, now is the opportune time to advantage of many financial planning avenues now to avoid missing crucial opportunities to protect your nest egg and increase your net worth.
In this web seminar, Lyle Benson, CPA/PFS, Ted Sarenski, CPA/PFS and Scott Sprinkle, CPA/PFS will walk you through: