Live (virtual) Event – Building & Protecting Wealth for Generations

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

Register for February 10!

Thursday, February 11

3:30 – 4:15 PM

Register for February 11!

 

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