First Ever Tax, Estate, Investment & Financial Planning Workshop

Your Speakers and
Topic Choices

These four, top-notch financial professionals will be discussing various topics to help you in your quest for financial freedom. We realize that you may not be interested in every one of these topics. That is why you are free to attend only the workshops that catch your attention. So when you fill out the registration form below, be sure to let us know which workshops you plan on attending. And remember, lunch is on us!

JB Serra

"How To Develop a Tax Efficient Portfolio"

10:30am – 11:10pm

For taxable investors optimizing for after-tax returns across the entire portfolio can make a big impact. Tax management can be just as important as risk and fee management.

Jason Van Duyn

"How To Make Your Social Security Tax Free"

11:20am – 12:00pm

All Aquest Wealth advisors specialize in working to reduce or eliminate taxes on retirement income. Jason will talk about the different strategies to make your social security tax-free.

Joe Coraci

"What is an Estate Plan & Do You Need It?"

1:00pm – 1:40pm

Joe, explains what an Estate Plan is and what happens if you die without one. As well as: Planning for Incapacity, Tax Basics, Wills, Probate & Trusts

Jonathan Bailey

"Are You Prepared to Take Advantage of the Roth IRA Goldilocks Moment?"

1:50pm – 2:30pm

We are in a “Goldilocks environment” for Roth conversions. Learn why and how you might benefit.

Choose the sessions you want to attend and provide your information in the form below and then submit. We will send you a follow-up email as we get closer to the event.

Choose all the sessions you wish to attend. (Please select at least one)

10:30 am- 11:10 am – JB Serra - Tax Efficient Portfolios 11:20 am - 12:00 pm – Jason Van Duyn - How to Make Your Social Security Tax Free 1:00 pm - 1:40 pm – Joe Coraci - What Is An Estate Plan & Do You Need It? 1:50 pm - 2:30 pm – Jonathan Bailey - Are you prepared to take advantage of the Roth IRA Goldilocks moment?

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Disclosures: Joe Coraci & Estate Planning Solutions, JB Serra & BlackRock and Jonathan Bailey are not affiliated with or endorsed by LPL Financial and Aquest Wealth Strategies.

Aquest Wealth Strategies and LPL Financial do not provide tax advice or legal advice/services. Please consult your tax or legal advisor regarding your specific situation.

Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IN,IL,TX,MI,NC,AZ,VA,FL,OH,CO

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Your Speakers and Topic Choices