Join Us for a Financial Planning Seminar
When you register for the 2018 ASTRO Annual Meeting, be sure to sign up for the breakfast session on Sunday, October 21, at 6:45 a.m. The seminar will explore tax changes and their impact on you and your financial planning.
With the Tax Cuts and Jobs Act of 2017 came changes to the tax laws governing income tax. This session will feature a financial planning expert from Morgan Stanley Smith Barney who will help attendees understand the implications of the new tax laws and will have specific suggestions on strategies to minimize the amount of income taxes that you pay.
The speaker, Russell M. LaGreca, CFP, CRPS, will cover how changes in the tax law will affect personal income, estate planning and charitable giving. He will discuss establishing donor-advised funds, making gifts of securities, and other approaches to charitable giving. Mr. LaGreca is a member of the J. K. Meek Group of Graystone Consulting in Baltimore, Maryland.
Mr. LaGreca will offer personal sessions with seminar participants from 10:00 a.m. to 4:00 p.m. Central time at the ROI Booth (#329) in the Innovation and Solution Showcase. To sign up for a session of 15 minutes, 30 minutes or an hour, please email Janet Hedrick.