Revealing Possibility: Turning Debt & Taxes into Savings & Investment™
Thursday, May 7, 2020
8:30 AM – 9:30 AM
Researchers at Boston College estimate that we Americans face a $7.7 trillion dollar retirement income deficit – the difference between what we now have saved, and what we should have saved by now. At the same time we collectively owe almost $14 trillion in household debt and pay over $2 trillion-a-year in state and federal income taxes. If only there were a way to Turn Debt & Taxes into Savings & Investment.
Maybe there is.
Join Don St. Clair as he reveals the often-counterintuitive relationship between debt, taxes, savings and investment. Explore the many wealth building possibilities made available by planning for the liabilities-side of client balance sheets. And see why long-time industry observer Bob Veres thinks this may be the next frontier in financial planning.