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