WEBINAR ENDED
Agenda
  • Estate Tax Updates: Review the latest changes in estate tax laws and their impact on your planning strategies.
  • Trusts and Wills: Compare the benefits of various estate planning tools and learn how to choose the right ones for your needs.
  • Asset Protection: Explore methods to protect your assets from potential legal and financial risks.
  • Charitable Giving: Identify strategies to maximize charitable contributions while benefiting your estate.
  • Wealth Transfer: Learn how to facilitate a smooth transfer of wealth to your heirs and beneficiaries.
Presenter
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Darren J. Vilardo
Owner
Knowledgeable and experienced Advisor, Customized Retirement Planning

I’ve been helping people just like you make informed, smart, decisions about their retirement plan and investments for almost 25 years.

Bad advice and poor investments costs you time and money, and some "financial salespeople" are just trying to sell you a complicated financial product or cookie cutter, one-size fits all portfolio instead of helping you implement a unique customized solution to your needs.

Retirement is a specialty, the stakes are high and mistakes are costly.
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