New Tax Rules = Bigger Bills

Learn how to shield your IRA beneficiaries.

Disinherit the IRS

Proven strategies to maximize your legacy. Come learn how to completely “Disinherit the IRS” from your Traditional IRA and 401K assets and maximize the financial legacy that will pass tax-free to your chosen beneficiaries by eliminating the substantial income taxes that those beneficiaries will face when they inherit those assets. We will also explore all ways to preserve and protect your assets from the high costs of long-term care.

Wednesday, October 22, 2025

1:00 PM – 2:30 PM

Perinton Community Center

1350 Turk Hill Rd, Room 204-C

Fairport, NY 14450

2,089+

Event Attendees

100%

Satisfied

Protect What You’ve Built

Long-term care planning made simple.

What Others Say

Brian R.

"When I met with Bill individually after attending his informational workshop, the first thing I said to him was, "Bill, I'm a guy that doesn't get impressed easily, but I have to say, you impressed the heck out of me!" Bill's breadth of knowledge and grasp of the complicated Estate, Legacy and Long-Term Care Planning issues is quite impressive"

Bill Monte

CLU®, ChFC®, CLTC®,

LTCP®, RICP®

Meet our Speaker Bill Monte

I help you protect and maximize your financial legacy as Your Personal Chief Retirement Officer focusing on comprehensive legacy, long-term care and retirement income planning.