CRT/ROTH Conversion Strategy
Tuesday, Feb 1, 2021, 11:00 am to 12:45 pm
Register for the webinar
Webinar Summary
Have you wanted to be more charitable but are worried about what impact that will have on your income in retirement and ultimately your legacy?
If yes, you should join us on March 3rd for an informational webinar on how to be charitable yet only disinherit the government.
In this 45 minute webinar, you will learn tried and true time-tested strategies that could allow you to accomplish your goals.
Meet the Speakers
Michael (Mickey) Rosenzweig , CLU, ChFC, AEP
Founder, President, CEO of Rosenzweig Financial Services.
Mickey has been helping his clients achieve their financial goals since 1979. There isn’t much that Mickey has not seen in his career and he passes that knowledge onto his clients every opportunity he has. Mickey is an adventurer and an avid sports fan.
To learn more about Mickey and RFS go to
www.rfsny.com
Michelle Boyce
Vice President of Rosenzweig Financial Services.
Michelle’s 18-year career has been driven by her passion for helping her clients plan for their financial future. Michelle prides herself on taking complex planning strategies and explaining them in an easy-to-follow manner to help her clients achieve their goals.
To learn more about Michelle and RFS go to
www.rfsny.com
Adam Smith
Vice President of Rosenzweig Financial Services.
Partner of XYC Associates. Adam has been serving affluent clients through estate planning and tax mitigation strategies for over 30 years. His goal is to educate his clients and help them implement legal documents to protect them now and their legacy. Adam is highly professional.
To learn more about Adam go to www.XYZ.com
www.rfsny.com
CONTACT DETAILS
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Since 1979, RFS continues to build a team of diverse and experienced advisors that are committed to exceeding client expectations, by delivering more than they promise.