30th Annual Success Event
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ATTENTION: This is our first "In Person" Speaker with Jeremiah Doyle for the EPC of Naples since January 2020! Please register and support your EPC. Today is last day to register!
TOPIC: ESTATE PLANNING IN A LOW INTEREST RATE ENVIROMENT
How to take advantage of current low interest rates to transfer
significant wealth to the next generation.
Objective:
- Learn what estate planning techniques work best in a low interest rate environment
- Learn how to take advantge of historic low interest rates, a historic large transfer tax exemption and possible low valuations to transfer significant wealth to lower generations.
- Discover how to overcome common administration issues encountered with planning in a low interest rate environment.
Please RSVP through the website or print the attached flyer and mail in to reserve your spot TODAY!
Thank you to our Eagle Sponsors:
MaxWealth Management
Brown and Brown Insurance