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Tax Bill & Economic Impact Seminar Series

Tax Bill & Economic Impact Seminar Series


You’ve probably heard about the massive new Tax Reform Bill…

As experienced industry professionals, Phil Kavesh (of the law firm of Kavesh, Minor & Otis) and Dryden & Laila Pence (of Pence Wealth Management) have teamed up to provide an educational seminar series on the topic.

At this seminar, we will:

  • Explain the new tax bill: What are the big changes? What are the new brackets?
  • Discuss major changes in the Estate Tax laws.
  • Provide helpful tips where we can.
  • Compare this year vs. last year.
  • Clarify what you should do differently, and what you need to consider.

We will also discuss the economic impact of these changes:

  • How these changes will impact today’s investors and the stock market.
  • How to invest today to take advantage of the tax law changes.
  • How to reorganize your portfolio to prepare for the future.

Register Now

(Click Below)

  




Seminar Locations

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

 

Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor. Philip Kavesh, Kavesh Minor & Otis, and Pence Wealth Management are separate entities from LPL Financial.

 

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

 

The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

 

The economic forecasts set forth in the presentation may not develop as predicted.

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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