Finally, a seminar as valuable as your time. Complimentary seminar addressing retirement planning issues…both recognized and unrecognized.
IRA Rollovers: Pensions; 401(k’s); Teachers’ 403(B) TSA’s;etc.
*Seating is limited. 312-566-5400 or Marc@theworldtradecouncil.org
The purpose of our investing is to enable us to maintain our standard of living throughout or retirement years…and where appropriate, for the surviving spouse.
ESTATE PLANNING ISSUES
* Rollover options: Traditional vs Roth IRA
*Wills versus trusts
* Modern Portfolio Theory
*Durable Power of Attorney
* Surviving spouse issues
*Providing for the Surviving spouse
Vince Romano, WTC; Rick Romano, Morgan Stanley; Larry Finn, Estate Planning Attorney; Representatives from Social Security, Long-term Care, and Affordable Car Act (Obamacare)
To customize a seminar for your particular school or district, contact:
For more information on our seminars visit: http://theworldtradecouncil.org/services/retirement