What to expect with the Biden administration
When (2 dates to choose from):
- Wednesday, February 10, 2021 (10:30 AM)
- Thursday, February 11, 2021 (3:30 PM)
Where:
Virtual (join us from wherever you’re most comfortable!)
You will learn:
- How to build, protect and transition wealth
to the next generation - Impact of SECURE Act on your retirement
- Potential impact of Biden administration tax
proposal - How to plan for upcoming increase in
estate taxes
Hosted by:
Tracy Burke, CFP®, ChFC®
Partner & Investment Consultant
Conrad Siegel
Guest Speaker:
John Resnick
The Resnick Group
Wednesday, February 10
10:30 – 11:15 AM
Thursday, February 11
3:30 – 4:15 PM
Contact
Michael Hoyle
michaelhoyle@conradsiegel.com
(239) 325-1866
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
About Conrad Siegel
As a SEC Registered Investment Advisory (RIA) firm, Conrad Siegel operates on a fee-for-service structure. This simply means that you only pay for the service we provide and that’s it. As a fiduciary, it means that not only do we believe that working in your best interest is the right thing to do, but we’re legally required to do so. Get to know us here
