ABOUT THE PRESENTATION:
“LIVIT” Tax Efficient Retirement & Legacy planning in the Current Environment
During this presentation you will learn about Income in Retirement, Tax Efficient Legacy Planning, Opportunities for Trusts, Qualified Retirement Plans, and Beneficiary Options under the Secure Act.
ABOUT THE PRESENTER:
Mike Murphy is the Regional Vice President For Equitable Financial. With 14 years of experience in the financial industry, he specializes in Retirement Planning, Income & Tax Protection, Legacy Planning & Retirement Products. He holds a degree in Economics from S.U.N.Y. Oswego.
A top moment in his career was witnessing the Equitable Brand launch at the NYSE and walking on the floor of the NYSE.
Learn more about Mike on his LinkedIn profile.
Date: Tuesday, July 13th
Time: 8:15 AM to 10 AM
Location: via Zoom
Registration Link: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07ei2nfi1n921ee520
Cost: $10 for Members; $20 for Non-members
Kevin Conley or Angela Bender
Loudoun Estate Planning Council