Tax-Reducing Strategies for Pre- and Post-Retirees

Whether you are vacationing at the Lake or live here year around, The National Shrine of Mary, Mother of the Church is delighted to invite you to attend “Tax Reducing Strategies for Pre- and Post-Retirees” with featured speaker, Bill Eckert, C.A.P., Thursday, July 18, at St. Patrick Parish’s St. Leo Hall, 176 Marian Drive, Laurie, MO 65037. (Located adjacent to the Mothers’ Shrine with a view of our Marian sculpture).

Register below for the time best for you: 10:30 am – 11:30 am or 3:30 pm – 4:30 pm.

Check-in and social 30 minutes prior to each. Refreshments will be served.

“Tax Reducing Strategies for Pre-and Post-Retirees”

Do you know that…

  • You can sell highly appreciated assets and minimize capital gains taxes?
  • You may be able to receive significant tax deductions today and possibly for another five years?
  • You can protect your IRA from double taxation?
  • You may be able to increase your income significantly?

During this session, Bill will focus on multigenerational wealth management to help families coordinate legal issues, tax issues, accounting procedures, insurance management, investment management, banking and philanthropy considerations to help them save for their future and protect their families from taxes.
Bill Eckert is a parishioner of Nativity Parish in Leawood, Kansas.

Please complete the registration form below if you wish to attend.

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Both sessions will be held at St. Patrick Catholic Church, St. Leo Hall, adjacent to The National Shrine of Mary, Mother of the Church, 176 Marian Drive, Laurie, Missouri.