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Member Forum Meeting
December 3, 2014
7:30 am – 9:00 am
Advanced Wealth Transfer Strategies for Retirement Assets and/or Privately Held Business
Highlights:
- Trusteed IRAs: extending estate protection to large IRAs
- Enhancing wealth transfer by leveraging life insurance with annuities
- Integrating estate and retirement planning
Presented and Sponsored by:
Angelo Zappala, CRPC
Senior Financial Advisor and Vice President
Merrill Lynch, Pierce, Fenner and Smith, Inc.
Location:
Merrill Lynch
208 Harristown Road
Glen Rock, NJ
Hosted by: ACG
Chapter
New Jersey