With a new administration facing record budget deficits, tough financial decisions will have to be made - both by politicians and you. One of those decisions is the 2010 expiration of current estate tax laws. When you are forced to determine your own financial success, what do you do? What are the professionals doing to protect clients' financial wealth? We will discuss the governmental implications and what you need to do today to preserve your financial wealth tomorrow. Grogan Advisory Services has created a 'collaborative partnership' with estate attorneys and tax specialists to assist clients minimize taxes and maximize wealth preservation. We will discuss these services and how Grogan Advisory Services is preparing for the 'Expiration Day'.
Larry N. Grogan
Larry N. Grogan is President of Grogan Advisory Services. Serving AIChE since 2004, Grogan Advisory Services is an independent financial services firm focusing on planning to strategically guide their clients through life stages. Grogan Advisory Services offers complete financial planning, asset management, insurance, analytical portfolio analysis, and consultation.
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