Death & Taxes Happy Hour

Join us for a 75-minute, strictly educational (no cost or solicitation) class on investment tax strategy and financially planning your estate. This entertaining deep dive covers the ways you can ensure the government does not get any more of your money than they need to while you are alive and after you pass...

Allocate your investments in a tax-efficient fashion
Limit taxes on your non-qualified earnings
Leave behind funds in a tax-efficient manner
Avoid unnecessary increases in Medicare costs
Potentially reduce your Social Security taxes
Limit your Required Minimum Distributions (RMDs)
Execute Roth conversions
Reduce probate costs and hassle for beneficiaries
Medicaid strategies for long term care
And a good bit more

Join us in person at 1034 S Brentwood Blvd, 17th Floor, St. Louis, MO 63117 (right across from the Galleria Mall).

Pick a Class

Death, Taxes & Happy Hour

Thursday, April 16

6:00 – 7:30 PM CDT

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Investment advisory products and services are offered through VCI Wealth Management LLC d/b/a FEFA Financial LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through FEFA Advisors LLC, a licensed insurance agency. These companies do not provide tax or legal advice, and individuals should consult with a qualified legal or tax professional before making any decision which may have tax or legal implications. Estate planning services are facilitated through a third party vendor and are limited to basic estate planning directives. If more advanced directives or additional services are desired, a fee may apply. Investing involves risk, including the potential loss of principal.