Seminars

got wealth?

got wealth?

There is no such thing as a Great Financial Plan without a Thorough Estate Plan.

You are cordially invited to join Northeast Wealth Management for complementary dinner event at the Scarlet Oak Tavern (June 15 or 17) or East Bay Grille in Plymouth (June 16).

Our informative and educational events are by invitation only. We expect a full event so please reserve your space now by calling 781-353-5043, or completing the registration form below.

Event Highlights:

With all that's going on with the economy today, planning for tomorrow is not getting any easier. A volatile stock market, tax increases, inflation, escalating geopolitical issues and other factors have American retirees on edge. This educational event focuses on the latest strategies to lower your tax liability, protect your assets, and create income that you can't outlive regardless of market conditions. Connecting your assets, income, and goals to sound financial advice and planning is a successful formula.

Tax Alert 2021 - Reviewing the impact of the Biden tax plan and the changes made by the Trump tax plan, could have on the income you rely on in retirement.

Secrets of the Wealthy- how to protect your family from lawsuits, creditors, divorce and remarriage.
Accidental Disinheritance - why your children may be at risk and how to avoid it.
Asset Transfer - strategies to reduce or eliminate taxes, avoid probate issues, and pass assets to your family quickly and privately.
Rising Interest Rate and Inflation Risks - how rising interest rates could be the greatest risk to your portfolio.
Higher Income Potential - learn about income investments with mitigating risk strategies used by many of the largest endowments such as Harvard, Yale and Institutional Investors.
Portfolio Diversification - learn new strategies that will allow you to diversify your portfolio to weather all market cycles.

The dinner has limited seating. We look forward to you attending the complementary, educational dinner event at the Scarlet Oak Tavern in Hingham or the East Bay Grille in Plymouth.

When: Tuesday, June 15, 2021 -
Where: Scarlet Oak Tavern June 15 or June 17 @ 6:30
Scarlet Oak Tavern
1217 Main St.
Hingham, MA 02043

or

East Bay Grille June 16 @ 6:30
173 Water St,
Plymouth, MA 02360

Host: Jim Moniz & Kate Leonard
Phone: 781-353-5043
Directions: Scarlet Oak Tavern
1217 Main St.
Hingham, MA 02043

East Bay Grille June 16 @ 6:30
173 Water St,
Plymouth, MA 02360