| Preliminary Program subject to change |
| It's Fiscal Education Time: Retirement and Estate Planning Tips |
| Structure | |
| Description | 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.... |
| Speaker: | Arun Sardana, Morgan Stanley, Bethesda, MD
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