Advanced Income and Wealth Management Strategies

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Main
10/14/2016
1:45 PM - 3:00 PM
Sponsored by Lincoln Financial Group

Join us for an examination of under-utilized strategies available to clients, specifically named within certain portions of the IRS tax code, that enable annuities to be applied in ways beyond traditional tax-deferral. The conversation will include strategies that deliver tax-efficient income, multi-generational wealth transfer, and the ability for advisors to deepen relationships with both clients and their heirs.

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