Designing Wealth That Outlives YOU

Описание: Stop letting estate taxes and probate courts define your family's future.

If your family has $10M+ in assets, tomorrow's webinar reveals the critical strategies of the ultra-wealthy:
Directed Trusts and advanced gifting techniques.
Leveraging Life Insurance for tax-efficient transfer.
How to build a resilient, long-lasting financial structure.

Securities offered through Madison Avenue Securities, LLC. (MAS), member FINRA & SIPC. Investment Advisory Services offered through Csenge Advisory Group, Inc, a Registered Investment Advisor. Csenge Advisory Group, Inc. and Impact Wealth are not affiliated with MAS. ​​
Investing involves risk, including the potential loss of principal. It is not possible to invest in an index. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. ​​
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Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This presentation is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. ​​
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Our firm is not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. ​​
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The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.​​

Investments in Qualified Opportunity Zones (QOZs) are subject to specific eligibility requirements and regulatory guidelines under the Internal Revenue Code. While these investments may offer potential tax incentives, including deferral or exclusion of certain capital gains, such benefits are not guaranteed and depend on individual circumstances, including compliance with applicable holding periods and reinvestment rules.

Alternative investments are typically illiquid, long-term in nature, and may involve higher risk than traditional investment vehicles.Alternative investment offerings are intended for accredited investors only and is not a solicitation to the general public.