The Estate Planning Team, Inc.

IRA, Tax Qualified Asset & Roth Planning Class
Updated IRA, Tax Qualified & Roth Planning Class: Many people age 59 1/2 or older who have IRAs, Company Retirement Plans, Annuities or similar assets...UNNECESSARILY OVERPAY in taxes! Attend this free strictly educational non-sales classes & learn:
  • Strategies to minimize taxes on these assets during your lifetime & to your heirs & how these assets can be one of the most costly assets you can pass!
  • The minimum required distribution tax trap, common IRA & RMD mistakes, misconceptions & rules!
  • Roth Contribution & Conversion Rules, Mistakes & Techniques & Why a Roth Conversion doesn't make sense for everyone
  • The problems & benefits of tax qualified assets, how product salesmen and investment advisers target people with these assets, updates on tax law changes & more!

Register for Tuesday, April 23rd from 10:00am- 12:30pm at the Interstate Plaza in Middleburg Hts 16600 Sprague Road in the lower level conference center

No cost to attend but only pre-registered guests admitted due to limited seating. Free workbook for all attendees. To register or for a free consultation call (440) 239-2090 or email 

Please indicated how many people will be attending & where you heard about the class, if radio which station and which class you plan to attend. You will receive a response within 48 hours! Get helpful objective information!


Retirement Planning Class for 2019 Beyond
For Retirees & People 10 years or less from retirment
If you are concerned about your long term financial future, the impact of rising health care costs, taxes, inflation & when you can afford to retire or what you can spend in retirement, attend this free educational class. Topics include:

*Steps & Strategies to take before & during retirement for long term financial stability
Retirement Rules you should consider breaking & how they are often misused
*The biggest & most common financial challenges that can be devastating to your retirement
*What you need to know to minimize the impact of taxes in retirement, understanding the opportunities & traps in the complicated tax code, the impact of the new tax law changes
*Factors to consider in determining what you really can afford to spend- underspending vs. overspending and what discretionary spending is realistic 
*How decisions you make today impact your future tax & financial years

Tuesday, May 7th at 6pm at the Crown Centre Building in Independence at 5500 Rockside Road. The class will be held in the lower level conference center.  (Northwest corner of I-77 and Rockside Rd) 
Free workbook included! Seating is limited & only pre-registered guests admitted.   Get objective helpful information without an investment presentation.  

Register today at (440) 239-2090 or email
. Please indicated which class and how many people will attend and where you heard about the class, if radio which station. A confirmation with directions will be sent to you within 48 hours, if you do not receive a confirmation please contact us.

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 Disclaimer: The Estate Planning Team, an Ohio Registered Investment Advisor. The website is for informational purposes only and should not be acted upon without professional advice. The Estate Planning Team, Inc. is a fee based planning organization that offers a free, no obligation consultation to discuss your questions or concerns related to you and your family's financial life. For a consultation, call The Estate Planning Team, Inc. at (440) 239-2090 or visit