fbpx

Live Events

NUA & Post-Retirement Strategies

Estate Planning | Bogart Wealth

NUA & Post-Retirement Strategies

This seminar is customized for Major Oil & Gas Company Employees with focus on your pension benefits and savings plan

  • What is Net Unrealized Appreciation (NUA)?
  • Post-Retirement Strategies
    • Estate Planning Strategy
    • Tax Strategy
    • Cash Flow Strategy
    • Good Till Cancelled Orders (GTCs)
    • Covered Calls

Admission is free, but space is limited.

When

Wednesday July 22 6:30pm

Where

Perry’s Steakhouse & Grille, The Woodlands, TX
6700 Woodlands Parkway
The Woodlands, TX 77382

Upcoming Events

Treasury Yield Curve Chart | Bogart Wealth

Webinar: How Do Discount Rates Affect My Pension Lump Sum?

July 08
Virtual
401k Plan e1564578913510 | Bogart Wealth

Webinar: Roth vs. Traditional 401(k) & IRA

July 15
Virtual
Estate Planning | Bogart Wealth

NUA & Post-Retirement Strategies

July 22
Perry’s Steakhouse & Grille, The Woodlands, TX

You are now leaving the Bogart Wealth, LLC / Bogart Wealth™ (“Bogart”), website and entering a third party website that we do not control.

Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.

In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.