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Legacy Financial Seminar

Free Lunch or Dinner Seminar offered to DECconnection members by our sponsor, Legacy Financial Services:  "TEAR UP YOUR ESTATE PLAN!"
Featured Speakers: Paul J. Mauro, CLU, ChFC and
Eric Zucker, Estate Planning attorney

 

At this seminar, we will help you determine:

  • How the 2012 taxpayer Relief bill affects you?

  • Do you need more tax deferral to avoid new medicare tax?

  • Do you need to modify your estate plan to comply with new rules?

  • Can you use the new tax rates to your advantage?

  • How to leverage your IRA to avoid a huge Tax Bill?

    DATE: Thursday, February 21, 2013
    TIMES: Offered twice - at 12:30 p.m. (Lunch) and 6:30 p.m. (Dinner)
    LOCATION: River Rock Grill, 163 Main St., Maynard MA (978) 897-5500

    TO REGISTER: Send your name(s), email, city/state, and telephone number to webmaster@decconnection.org. You may bring a spouse or guest (if so provide both names). Be sure to say whether you are attending the lunch or dinner presentation. Deadline: Tuesday Feb 19th or when it fills up, so don't delay!

    Any questions about the seminar - contact Nancy Kilty at 781-861-7487.
    There is plenty of parking across the street in the old Mill/Sudbury St. parking lot.


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