MEETING DAY AND DATE: Saturday, March 24, 2012 9:00 AM-12:00 AM
Jesse Bond/Chartered Financial Consultant & Senior Educator/ Money Management Educators
Walter Impert/ Partner & Estate Planning Attorney/ Dorsey & Whitney
Strategic Financial and Estate Planning Opportunities in Uncertain Times
With historic low interest rates, record debt levels, uncertainty in the financial markets and all the changes in today’s dynamic tax and financial environment, it’s important to be aware of the opportunities and risks of today as well as those on the horizon. Join Jesse Bond, Chartered Financial consultant and educator, and Walter Impert, Estate Planning Attorney, to review some fundamental principles of financial and estate planning and discuss why this is one of the best times in history to be proactive about your planning. We will also focus on income generation strategies in a low interest rate environment and look at how to protect your retirement plans from excessive taxation.
ATTEND THIS MEETING TO LEARN:
1) What’s new about the current tax environment and potential future changes.
2) Income & Tax planning strategies in an extended low interest rate environment
3) How to build an efficient and effective estate plan
REASONS TO ATTEND:
1) Hear from a financial planner and an attorney how to integrate your investment plan with your estate planning
2) Learn how today’s financial environment affects investing and planning your estate
3) Ask questions of experts in the fields of financial and estate planning
SPEAKER’S BIOGRAPHIES :
Jesse Bond is a Senior Educator with Money Management Educators and is a Contributing Editor to Financial News Digest®, a nationally distributed newsletter for effective money management. He is co-owner of Bond Financial and his business has centered in the Seattle area since 2003. In 2010 and 2011 he was selected by Seattle Magazine as a “FIVE STAR: Best in Client Satisfaction Wealth Manager”. Mr. Bond regularly conducts seminars for public and professional groups on various aspects of Financial Planning. Mr. Bond lives in Seattle with his Wife Mary Pat and two children Anna and Andrew.
Walter Impert is a Partner at the law firm of Dorsey & Whitney LLP, in the Tax, Trusts and Estates practice group. His practice focuses on all aspects of wealth management, including estate planning, business organization and succession planning, charitable planning, estate and trust administration, and fiduciary litigation. Walter is licensed in Washington and California, and has been practicing in the field for ten years. He is a graduate of the UCLA School of Law and has a B.A. in Economics from Occidental College.