In his upcoming class, “Minimizing Washington’s Impact On Assets, Estates, And Investing In The “New Recovery” Era“, Bill Frisco warns us about being confronted with a variety of new tax laws, estate and gift laws, along with the threat of rising interest rates that could decimate a bond portfolio.
To that end, he has called in some of top financial specialists in financial planning, law, real estate and more, to get us the crucial advice we need in these uncertain times. We asked him a few questions about his upcoming class.
WIH Reporter: What is important to know about your upcoming class?
Frisco: My seminar will provide individuals with a comprehensive and current financial planning update. I’ve invited professionals as guest lecturers to give us a detailed view of minimizing Washington’s impact on our finances.
WIH Reporter: Who are these guests that you are bringing to class?
Frisco: They include Jim Byerly, a board certified estate planning attorney, who will review the new tax laws impacting transferring assets to your heirs and charities. He will also present strategies to minimize the taxes on your estate. I’ve also invited Guy T
abor, CPA, to help you understand all the new major tax laws for 2013, including the new maximum tax brackets, ObamaCare Surtax, and the new limitations that may reduce your charitable, mortgage interest and property tax deductions.
WIH Reporter: What information will you be presenting?
Frisco: As a Senior Vice-president-Wealth Advisor at a major global investment management company, I will review the major threats to your investment portfolio, and present strategies to reduce the impact of rising interest rates on your bond investments. I will also discuss ways to help reduce risk in the ever volatile stock market, and attractive investment opportunities.
Bill Frisco’s class starts on October 31st, from 10:00 am - 12:00 pm. For more information or to register, click here.