It can be easy to overlook, but an estate plan is essential for nearly every person, regardless of how much money you have. Without a plan, the laws in your state can govern what happens to your assets, leaving your family to deal with lengthy probate court delays and difficult decisions. In this course, we will share with you tax strategies and concepts as well as examples and case studies to help illustrate how you can potentially protect your hard-earned resources for the next generation.
About the Presenter:
Michael Alimo is an investment advisor representative with over 30 years of experience. He began his career working in various Wall Street brokerage houses; for the last 18 years, Mr. Alimo has served clientele throughout Connecticut and New England at his private firm, USA Financial & Tax Services, LLC.
With a focus on retirement planning and risk management, his services include: comprehensive financial planning; investment and portfolio management; wealth preservation and transfer strategies; individual, business and estate tax planning; IRA and 401K rollovers; education funding; insurance and long-term care planning, as well as tax preparation.
In gratitude for many years of business and support from clients and friends around the state, Michael remains committed to giving back to the community through informational presentations and educational workshops. He has hosted many seminars, speaking to groups about a broad range of financial, investment and retirement topics. Venues include libraries, universities, churches and congregations as well as many local towns' continuing education programs.