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Dennis Prout - Asset Transfers & Tax Strategies
During this seminar Dennis Prout and Heidi Thompson will clarify how different assets transfer at death, the importance of naming beneficiaries and tax strategies for your portfolio. Your working years focused on saving to accumulate enough for your retirement. In your retirement years, your mindset must shift to preserving the money you saved and making it last for your family.

Nov 18, 2021 06:30 PM in Eastern Time (US and Canada)

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