High Tax Free Compounded Returns: The Keys to Building Wealth & Accomplishing Significant Financial Planning

Date: Wednesday, March 14, 2018
Time: 3:00pm - 4:30pm
Location: US Trust, Bank of America Private Wealth Management, 100 S. Charles St., 9th Floor, Baltimore, MD 21201
Speaker: Jonathan G. Blattmachr, Esq., AEPĀ® (Distinguished) and Jeff Glickman

High Tax Free Compounded Returns: The Keys to Building
Wealth and Accomplishing 
Significant Financial Planning
Wednesday March 14, 2018

3:00pm - 4:00pm.

Jonathan G. Blattmachr, Esq., AEP® (Distinguished) and Jeff Glickman

About the program: Clients universally pursue investment strategies for the purpose of building wealth. Strategies often focus on obtaining high returns and minimizing income taxation.

This advanced presentation briefly discusses investment strategies, including a new methodology for obtaining high returns. It then explores how taxation erodes higher returns more than lower returns. It offers strategies for eliminating or reducing income taxation of returns and opportunities for tax-free compounding, which proves a key factor in building wealth.

About the speakers:

Jonathan Blattmachr is a retired partner of Milbank, Tweed, Hadley & McCloy, LLP and of the Alaska, California and New York Bars. He is the author or co-author of nine books and over 500 articles on estate planning, tax and charitable topics.

Jeff Glickman is a renowned computer expert who holds approximately 50 patents in computer science including many that form the basics of what today is artificial intelligence. More important is that he has developed the first form of artificial super intelligence which has been described as constituting a diety here on earth.

Program materials are posted the week of the program. More details are below and at www.naepc.org/events/webinar.

There is no cost to attend and registration is limited to members only.  Space is limited so please make your reservation no later than Monday March 12th at www.baltimoreepc.org

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