Next Workshop - James Lange, CPA/Attorney

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Saturday, June 15, 2013

Monroeville Doubletree
101 Mall Boulevard
Monroeville, PA  15146
>> View Workshop Invitation (PDF)

9:30 a.m. to 11:30 a.m. America’s Most Flexible, Tax-Favored Estate Plan for Traditional Married Couples
1:00 p.m. to 3:00 p.m. What Makes More Money: The S&P 500 or a Professional Money Manager?

These workshops are FREE, but seating is limited. Refreshments will be served.
To attend our FREE workshops, call 412-521-2732 now while space is still available.

All Workshop Attendees Will Receive the Following Two Bonuses!

All attendees receive a FREE copy of the Second Edition of Jim’s best selling book, Retire Secure! (Wiley, 2006 and 2009). Jim will be happy to autograph your copy after the workshop.

A FREE “second opinion” with Jim who will look at your wills and trusts, tax returns and investments and tell you if there are any areas that could be improved.

“In Retire Secure!, Jim Lange provides a road map for tax-efficient retirement and estate planning. This is an invaluable resource for investors and planners alike.” — Charles Schwab

 

 

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Need a Keynote Speaker?

James Lange, CPA/Attorney Nationally-Acclaimed Roth IRA Expert, Best-Selling Author & Keynote Speaker Training Your Financial Advisors on the Latest, Cutting-Edge Roth IRA Conversion Strategies Jim Lange - Now Available to Train YOUR Team

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