Estate and Retirement Strategies in Uncertain Times
Wealth Insights:
Estate and Retirement Strategies in Uncertain Times
- Minimize Federal Taxes
- Effective Wealth Transition
- Maximize Income
- Keep Your Assets in the Family
On behalf of Key Private Bank and Solomon, Steiner & Peck, Ltd, you and a guest are invited to a private seminar at Embassy Suites Hotels in Beachwood. Join James P. English, J.D., Senior Financial Planner of Key Private Bank and Michael L. Solomon, Partner and Attorney At Law, at Solomon, Steiner and Peck, Ltd to discuss effective estate and retirement planning strategies to secure your financial future.
Tuesday, May 12, 2015
Beachwood Embassy Suites Hotel
3775 Park East Drive
Beachwood, OH 44122
Registration: 6:30 pm - 7:00 pm
Presentation: 7:00 pm - 8:00 pm
Discussion followed by
Cocktails and Hors d’oeuvres
Kindly reply by Tuesday May 5, 2015 to Janet_L_Schaefer@KeyBank.com or 440-995-2131
Date and Time
Tuesday May 12, 2015
6:30 PM - 8:00 PM EDT
May 12, 2015 Registration: 6:30 pm - 7:00 pm Presentation: 7:00 pm - 8:00 pm
Location
Beachwood Embassy Suites Hotel 3775 Park East Drive. Beachwood, OH 44122
Fees/Admission
Free
Contact Information
Janet Schaefer
Send Email
Printed courtesy of www.beachwood.org/ – Contact the Beachwood Chamber of Commerce for more information.
23355 Mercantile Rd, Beachwood, OH 44122 – (216) 831-0003 – director@beachwood.org