Are You Prepared For The Financial Uncertainty Created By Trump's Divided Congress?

Are You Prepared for the Financial Uncertainty Created by Trumps Divided CongressWE’LL DISCUSS 7 MISTAKES TO AVOID RIGHT NOW

MISTAKE #1: NEGLECTING TO HELP SAFEGUARD YOUR PORTFOLIO FROM A POSSIBLE RECESSION:

Slowing corporate earnings, and Fed policy effects on the financial markets

MISTAKE #2: NOT TAKING ADVANTAGE OF COMPREHENSIVE TAX STRATEGIES:

Including strategies like tax loss harvesting, new tax bracket strategies, and allowances for lost deductions

MISTAKE #3: OVERPAYING CAPITAL, STATE, OR BUSINESS TAXES:

Including the new 20% pass-through deduction and how you may be able to avoid capital gains taxes

MISTAKE #4: UNDERESTIMATING THE IMPACT OF TRUMP POLICIES ON YOUR PORTFOLIO:

Understanding challenges and opportunities for certain market sectors

MISTAKE #5: MISSING OUT ON THE POWER OF REAL ESTATE AS AN INVESTMENT TOOL:

Strategies to avoid capital gains when selling commercial or residential real estate

MISTAKE #6: ALLOWING THE DESTRUCTION OF WEALTH:

Family planning strategies like trusts and family LLCs can help protect your family and legacy

MISTAKE #7: MISMANAGING RETIREMENT INCOME:

Using the wrong tools to fund your retirement


Join us for a gourmet dinner at:

LockKeepers Restaurant • 8001 Rockside Rd • Valley View, OH 44125

When:

  • Tuesday, May 14th at 5:30 PM (full - no seats available)
  • Thursday, May 16th at 5:30 PM

Your Professional Panel:

  • Jim Lineweaver, CFP®, AIF® - Founder & President - Lineweaver Financial Group, LLC
  • Mark Sipos - Accounting & Tax Specialist - LFG Tax Services, Ltd.
  • Michael L. Solomon, Esq. - Partner - Solomon, Steiner & Peck, Ltd.
  • Jerry Herman, CFA®, President - Wisdom Capital, LLC
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