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Financial Strategy Workshop

Financial Strategy Workshop

Tuesday, December 18, 2018

6:30p - 9:00p EST

Urban Coalhouse Pizza + Bar

Urban Coalhouse Pizza + Bar

2 Bridge Avenue
Red Bank, NJ 07701
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Dynasty Advisors LLC [email protected]


Alfred Polizzotto III, JD, CFP®

Come join the Dynasty team for this important information session presented by

Alfred Polizzotto III, JD, CFP®, The Law Offices of Polizzotto & Polizzotto, LLC

What you LEARN

  • Mistakes: Protect ;your assets from Catastrophic illness
  • Learn: Facts about what is exempt from Medicaid attachment
  • Probate: Trusts, Lawsuits, and Legal considerations
  • How To: Potentially increase your spendable income
  • Taxes: Strategies to lower or eliminate taxes as well as using the current 2018 Federal Gift Tax
  • Banks: Advantages and Disadvantages

Enjoy a nice dinner with valuable information and good company!

Seating is limited - Call Linda Barny to Register at 866-284-1314,

email [email protected] or register online NOW!

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