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The Retirement Roadmap

Retirement and Tax Planning Strategies (Thursday, June 20th at from 6:30pm-8:30pm). Thomas Handler, Managing Partner of Handler Thayer LLP, will discuss advanced planning and tax strategies for high net worth families. With the markets near all-time highs, tax rates near all-time lows, and the U.S. federal debt ballooning over $34 trillion, wealthy families need to have a solid retirement plan in place to navigate the likelihood of significant income, capital gains and estate tax increases. This event is invite only.