Join Us for a Financial Planning Seminar
Join Us for a Financial Planning Seminar
When you register for the 2019 ASTRO Annual Meeting in Chicago, be sure to sign up for the breakfast session on Sunday, September 15, at 6:45 AM. The seminar will provide valuable information to assist you with your financial planning.
Changes in tax laws continue to make financial planning a challenge. This session will feature a financial planning expert from Morgan Stanley Smith Barney who will help attendees understand the implications of the tax laws and will have specific suggestions on strategies to minimize the amount of income taxes that you pay.
The speaker, Russell M. LaGreca, CFP®, CRPS®, will cover how changes in the tax law will affect personal income, estate planning and charitable giving. He will discuss establishing donor-advised funds, making gifts of securities, and other approaches to charitable giving. Mr. LaGreca is a member of the J. K. Meek Group of Graystone Consulting in Baltimore, Maryland.
Mr. LaGreca will offer personal sessions with seminar participants from 10:00 a.m. – 4:00 p.m. Central Time at the ROI Booth #808 in the Innovation and Solution Showcase. To sign up for a session of 15 minutes, 30 minutes, or an hour, please email Janet L. Hedrick at janet.hedrick@astro.org.
The information in these sessions is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.