Posted on 06.8.10 | Posted in Events, News

Tax and Estate Planning

September 22, 2010
6:00 pmto9:00 pm
September 22, 2010 : 6:00 pm


The two most significant individual taxes are the Federal Income Tax and the Federal Estate and gift tax.  Taxes are a significant variable in any type of planning.  It is vitally important to remember that the amount of tax we must pay is determined by the political process, which is highly unpredictable.  Because the estate tax falls on assets, it reduces incentives to save and invest and therefore, hampers growth.

Please join us and Congressman Paul Ryan for a discussion of the most recent changes to the laws and their effects on you.

September 22nd, Pooks Hill Marriott, Bethesda, Maryland.

6:00 – 9:00 PM

Posted on 02.8.10 | Posted in Events

Examining Your Expectations

June 22, 2010
6:00 pmto8:00 pm
June 22, 2010 : 6:00 pm


 

Spend 2 hours with Wealth Advocacy Partners and learn how to: identify current investment expectations, clarify common investor illusions about investing, understand the relationship between expectations and results, examine breakdowns that lead to investor disappointment , explore reality-fix scenarios that lead to reachable expectations and establish clear and appropriate investing expectations.  This session is not to be missed.

June 22nd at Wealth Advocacy Partners, Sparks, Maryland

6:00 – 8:00 PM