Real-Life Tax, Estate & Retirement Planning for 2025

Join us for an insightful lunch and learn session where professionals from Weaver, Carrington Coleman and Equitable Advisors will share practical strategies you can put into action right now. Whether you’re looking to reduce your tax burden, plan your estate or optimize retirement savings, this session offers clear, actionable guidance tailored for high-income earners and business owners.

What you’ll learn:

• Gifting plans that take advantage of your lifetime gift exemption while not compromising your cash flow
• Income tax planning techniques that you can implement now to optimize tax liability both now and, in the future, considering current legislative proposals
• Basics and benefits of retirement plans available to small business owners and high net worth individuals

Register: