During this discussion led by Ted Zamerski, CPA/PFS, CFA, CGMA, and featuring Brian Shey, Licensed Insurance Representative and member of your Family Office team; David Babinski, a Business Consultant and member of your Family Office Team; and Paul Haven, a Commercial Banking industry expert; they discuss:
• The importance of reviewing your overall life plan annually;
• Opportunities in the low interest rate environment;
• Opportunities stemming from real or perceived changes in legislation; and
• The importance of using forward-thinking and strategic planning to maximize after-tax income in retirement.