Protecting What Matters

Essential Steps for Effective Estate and Tax Planning

 

Wednesday June 4th at 5:30 pm
OR
Thursday, June 5th at 11:30 am

Mentor Public Library
James R. Garfield Room
8215 Mentor Ave. | Mentor, OH
 

 

Estate and tax planning rules can change year by year and it can be challenging to get accurate and timely information.

This workshop will equip you with up-to-date information regarding estate and tax planning fundamentals. Using the information you'll learn during the seminar, you'll be better able to develop successful estate planning and retirement tax strategies that can potentially safeguard your assets and prevent over-taxation.

Please Complete and Submit

Please reserve my seat for:

WHAT YOU'LL LEARN


✅ Creating a Solid Foundation: The Basics of Estate Planning

✅ Navigating the Complexities: Understanding wills, trusts, and probate

✅ Build and Protect Your Estate: Strategies to accumulate and preserve the value of your estate

✅ Managing Risk: Align financial decisions with financial goals

✅ Taxes in Retirement: Understand the changes and prevent overpayment

✅ Gifting versus Inheriting: Weighing the benefits and drawbacks

✅ Required Distributions | Charitable Giving: How to do both in one transaction

 


 

Your Host & Presenter

Sal D'Angelo

Founder | President
LakePointe Advisors LLC

My interest in financial services began long before I joined the industry. From the moment I enrolled in my first employer's retirement plan after college, I became fascinated by the stock market and investing, and I quickly became an active participant in the plan.

By 1997, I was ready for a change. My first child was born, and I travelled three or four days a week for work. I wanted to be home with my family. The financial services industry felt like a natural next step. After a lot of thought and conversation with my family and people in the industry, I began my career with A.G. Edwards & Sons in Mentor, Ohio.

Driven by a strong entrepreneurial spirit, I worked toward building something of my own and, in 2014, founded LakePointe Advisors LLC as an independent firm specializing in financial, estate, and tax planning, as well as investment advisory services.

I am a graduate of Lake Catholic High School and John Carroll University where I earned a BSBA in Marketing and was a two-time Division III All-American wrestler. I was inducted into the John Carroll University Athletic Hall of Fame in 2002. My family and I live in Mentor, Ohio. I enjoy all sports, especially football and golf.