Join Us for a Financial Planning Seminar
When you register for the 2019 ASTRO Annual Meeting in Chicago, be sure to sign up for the “ROI Breakfast: Securing Your Future: Tax Reform, Personal Financial Planning, and Charitable Giving” session on Sunday, September 15, at 6:45 a.m. The seminar will provide valuable information to assist you with your financial planning.
Changes in tax laws continue to make financial planning a challenge. This session will feature a financial planning expert from Morgan Stanley Smith Barney who will help attendees understand the implications of the 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. - 4:00 p.m. Central time at the ROI Booth #808 in the Innovation and Solution Showcase. To sign up for a session of 15 minutes, 30 minutes or an hour, please email Janet Hedrick.
The information in these sessions is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.