681 | Friday, April 28, 2006 |
|
2:30 PM-3:45 PM | Convention Center:251AB |
|
It's Fiscal Education Time: Retirement and Estate Planning Tips |
AAHPERD's financial advisor from Morgan Stanley will present simple and easy-to-understand information for planning for your financial future. Some of the highlights of the session include:
•How to increase your spendable income during retirement while getting valuable tax benefits at the same time;
•How to avoid passing on unnecessary taxes to your heirs;
•How to provide a substantial contribution to a charity and potentially increase your income at the same time;
•Question and answer opportunity without expensive accountant or lawyer fees;
•And much more.... |
Keyword(s): . NA
|
Speaker: Arun Sardana, Morgan Stanley, Bethesda, MD |