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November 3, 2015

Jackson Elite Access – A Strategic Guide to Accumulation & Wealth Transfer

november, 2015

03nov2:00 pm3:30 pmEvent OverJackson Elite Access - A Strategic Guide to Accumulation & Wealth Transfer

Time

(Tuesday) 2:00 pm - 3:30 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

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This meeting will focus on ways to leave a larger legacy utilizing advanced estate and income tax planning strategies available through the Elite Access platform. Topics will include Estate Planning Essentials, Wealth Transfer Taxes, Strategic Titling of Assets, Trust Planning Techniques, and the Jackson Advantage. If you have an irrevocable trust you need to come to this discussion as we will explore ways to deliver tax deferral over multiple generations.

november, 2015

03nov2:00 pm3:30 pmEvent OverJackson Elite Access - A Strategic Guide to Accumulation & Wealth Transfer

Time

(Tuesday) 2:00 pm - 3:30 pm

Location

South Coast Office

4041 MacArthur Blvd., #240 Newport Beach, CA 92660

RSVP Now

  or  Register

RSVPing is closed at this time.

Can not make it to this event?Change my RSVP

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