25
June
Lunch and Learn: Real-Life Tax, Estate & Retirement Planning for 2025
Description
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
To secure your spot, please register by June 21st.
Equitable Advisors financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors and its associates do not provide tax, accounting or legal advice and are not affiliated with Weaver or Carrington Coleman. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. PPG-8018893.1 (6/25)(Exp. 6/29)
Date and Time
Wed, Jun 25, 2025
11:30a - 1:00p CST
Location
Weaver Dallas Office
2300 North Field Street
8th Floor
Dallas ,
TX
75201