2016-2017 PTOS FINANCIAL PLANNING AND INSURANCE TALKS SERIES

Talk #4:  Tax Diversification Triangle
-Understanding the role of taxes in retirement income planning and the need to have a written financial plan that incorporates tax planning into the overall picture.  What is your plan?

PRESENTATION TIME/LOCATION:
Thursday, 7/21/2016, 10:30-11:30, Randolph Conference Center – Level 1
Light refreshments will be provided to participants while supplies last.

WebEx for the Presentation:
https://uspto-events2.webex.com/uspto-events2/onstage/g.php?MTID=e2f417cf0bbebef1ab5252f006be98e82
Event number: 641 815 066, Event password: 12345
(Teleconference only: 1-571-270-7000, Meeting ID: 641 815 066)

Closed Caption Access:
http://www.captionedtext.com/client/embed.aspx?EventID=2987226

HOSTED BY: Patent & Trademark Office Society (PTOS) Education Committee.
For more info about these “Talks”, please contact Angela Nguyen, Aimee Li, Becky Eisenberg.
To learn more about or to join PTOS, please visit www.PTOS.org.