Equitable Presents: Asset Location Planning
Join us as we delve into the intricacies of Asset Location Planning, curated especially for the unique needs of small business owners. Whether you’re a young practice or nearing retirement, this event promises valuable insights to create greater tax efficiency.
During this presentation, you’ll learn:
The difference between Asset Allocation Plans versus Asset Location Planning
A strategy to create an after-tax stream of income in retirement not constrained by income OR contribution limits
The benefits of reduced taxable liability during your retirement years
Enjoy a complimentary Maggiano’s dinner as you network with fellow dental colleagues and industry experts to plan for your bright future.
Sponsored By
Event Times
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April 30, 2024
6:00 pm - 9:00 pm
Event Location
Venue: SCCDS Office
Address:
Description:
Please be advised that photographs and/or video may be taken at this event. By attending this event, you consent to have your image and/or likeness displayed on SCCDS website, used in SCCDS marketing materials and all other publications by SCCDS and its affiliates.