Consider This Program with Joe Clark, CFP and Angi Kinser. In this segment we will cover: Your legacy plan is one of the many things in life that you cannot simply check off your list and forget about. The tax code has changed and I promise you that it will continue to change. We have people that come in all the time with estate documents created with old rules in mind, things that would simply wreck retirements and create havoc for heirs. You must understand why you need annual tax planning and how things like income variability, death, divorce, and job loss can change the whole picture. There are many tax strategies to consider for every situation. You need to make sure you are working with someone who understands what tax planning really means. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001... ( read more )
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Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)