Thomas C. Rogerson

The Wealth Preservation Seminar showcases unique strategies for ensuring that your personal wealth is transferred where you choose - to family members and to charities - rather than to estate taxes. Our speaker, Thomas C. Rogerson, is a nationally recognized authority on financial and estate planning. In the seminar, Mr. Rogerson reviews the latest techniques used to transfer wealth to family members, protect assets from creditors, reduce estate taxes, and maximize the value of charitable gifts. The presentation also covers common estate planning mistakes and the importance of coordinating planning and investing to maximize investment performance and minimize tax liability. Mr. Rogerson demonstrates how each individual can develop a personal "blueprint" to integrate investment strategies and tax-planning tactics their personal values and philanthropic interests. The presentation is entirely educational, and all the information is presented in a practical, down-to-earth manner.