Now more than ever, it’s vital to have a plan in place that will protect your assets, provide for your family and spare them the burden of unnecessary taxes, expenses and costly delays. During our time together, we’ll cover the following:
Overview of the most common estate planning documents.
Discuss common estate planning mistakes and how to avoid them.
Review strategies that could potentially reduce federal income and estate tax.
Discuss why we believe a coordinated approach with your estate, tax and investment plan typically leads to better long-term results.
Please join us for an educational seminar on these topics and more as CERTIFIED FINANCIAL PLANNER™ and Retirement Income Specialist, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on these important concepts.
Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.
24800 Denso Drive, Suite 300 Southfield, MI 48033
10192 Grand River Road, Suite 117 Brighton, MI 48116
248.948.7900
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice.