Complimentary Seminar: The Current Tax Landscape
Bonita Springs, FL, January 29, 2016 --(PR.com)-- Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with Christopher P. Hennessey, a lawyer and C.P.A. and member, Putnam Business Advisory Group, will present a complimentary seminar “The Current Tax Landscape” on Thursday, February 11 from 4:00 p.m. – 6:00 p.m. at the Bonita Bay Club Vista Room, 26660 Country Club Dr, Bonita Springs, 34134. Refreshments will be served. Space is limited and advanced registration is required.
The session will examine the current income and estate tax landscape and discuss different strategies to help attendees mitigate the impact of taxes on their wealth. The seminar will review key driving factors such as rising budget deficits and entitlement program cost pressures that could ultimately lead to more tax-related changes in the future. Attendees will hear about specific, actionable planning ideas to consider in collaboration with a qualified tax or estate planning professional.
“Investors have real concerns on the impact taxes will have on their wealth, and are interested in strategies to help them address their most important objectives in light of the impact of taxes,” said Sam Henderson, founder and CEO, Henderson Wealth Partners. “These strategies include saving for retirement, funding college education, having enough income in retirement, and transferring wealth. In uncertain times like these, unbiased financial advice should be at the foundation of any long-term investment strategy.”
Christopher P. Hennessey is a member of the Putnam Business Advisory Group, Putnam’s national speaking bureau. He speaks extensively at various national and regional meetings on wealth management topics such as tax, estate, retirement, and college planning, as well as asset protection. Mr. Hennessey has instructed managers and executives in most areas of the world in the areas of finance, investments, accounting, strategy, and entrepreneurship. His research interests include finance, estate planning, innovation, and ethics. He is a member of the American Bar Association, the Massachusetts Bar Association, the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants.
Building on 30 years of financial services experience, Henderson Wealth Partners assists individuals, families and business owners seeking comprehensive financial advice and planning to help lead them to and through retirement. Sam Henderson has been named a Five Star Wealth Manager (2014-2016), by Five Star Professional.* Prior to establishing Henderson Wealth Partners in 1998, Henderson enjoyed a successful career at a major Wall Street investment firm, managing money and providing financial planning services for high-net-worth individuals, families and business owners. He earned a Bachelor’s Degree in Economics from the University of Florida.
Registration is required and space is limited. To register for this complimentary seminar, call (239) 939-1888 or email dolores.armbrust@lpl.com.
About Henderson Wealth Partners:
With nearly 30 years in the financial planning business, Henderson Wealth Partners takes pride in the long-term client relationships based on the core principles of trust, integrity and personalized service. Henderson Wealth Partners offers access to a wide range of products and services to help address the financial needs of individuals, families, retirees and business owners. These include Financial Planning, Retirement Planning, Estate/Legacy Planning, Investment Management, Long Term Care Planning and Philanthropic Planning and Life Insurance.
Henderson Wealth Partners is located at 1404 Dean Street, Suite 101 in Fort Myers. For more information about Henderson Wealth Partners, visit www.hendersonwealthpartners.com or call to schedule a no-obligation consultation at (239) 939-1888.
About Five Star Professional*
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015 and 2016 Five Star Wealth Managers.
Christopher P. Hennessey and Putnam Investments are not affiliated with LPL Financial.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Henderson Wealth Partners and LPL Financial are unaffiliated entities.
The session will examine the current income and estate tax landscape and discuss different strategies to help attendees mitigate the impact of taxes on their wealth. The seminar will review key driving factors such as rising budget deficits and entitlement program cost pressures that could ultimately lead to more tax-related changes in the future. Attendees will hear about specific, actionable planning ideas to consider in collaboration with a qualified tax or estate planning professional.
“Investors have real concerns on the impact taxes will have on their wealth, and are interested in strategies to help them address their most important objectives in light of the impact of taxes,” said Sam Henderson, founder and CEO, Henderson Wealth Partners. “These strategies include saving for retirement, funding college education, having enough income in retirement, and transferring wealth. In uncertain times like these, unbiased financial advice should be at the foundation of any long-term investment strategy.”
Christopher P. Hennessey is a member of the Putnam Business Advisory Group, Putnam’s national speaking bureau. He speaks extensively at various national and regional meetings on wealth management topics such as tax, estate, retirement, and college planning, as well as asset protection. Mr. Hennessey has instructed managers and executives in most areas of the world in the areas of finance, investments, accounting, strategy, and entrepreneurship. His research interests include finance, estate planning, innovation, and ethics. He is a member of the American Bar Association, the Massachusetts Bar Association, the American Institute of Certified Public Accountants, and the Massachusetts Society of Certified Public Accountants.
Building on 30 years of financial services experience, Henderson Wealth Partners assists individuals, families and business owners seeking comprehensive financial advice and planning to help lead them to and through retirement. Sam Henderson has been named a Five Star Wealth Manager (2014-2016), by Five Star Professional.* Prior to establishing Henderson Wealth Partners in 1998, Henderson enjoyed a successful career at a major Wall Street investment firm, managing money and providing financial planning services for high-net-worth individuals, families and business owners. He earned a Bachelor’s Degree in Economics from the University of Florida.
Registration is required and space is limited. To register for this complimentary seminar, call (239) 939-1888 or email dolores.armbrust@lpl.com.
About Henderson Wealth Partners:
With nearly 30 years in the financial planning business, Henderson Wealth Partners takes pride in the long-term client relationships based on the core principles of trust, integrity and personalized service. Henderson Wealth Partners offers access to a wide range of products and services to help address the financial needs of individuals, families, retirees and business owners. These include Financial Planning, Retirement Planning, Estate/Legacy Planning, Investment Management, Long Term Care Planning and Philanthropic Planning and Life Insurance.
Henderson Wealth Partners is located at 1404 Dean Street, Suite 101 in Fort Myers. For more information about Henderson Wealth Partners, visit www.hendersonwealthpartners.com or call to schedule a no-obligation consultation at (239) 939-1888.
About Five Star Professional*
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015 and 2016 Five Star Wealth Managers.
Christopher P. Hennessey and Putnam Investments are not affiliated with LPL Financial.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Henderson Wealth Partners and LPL Financial are unaffiliated entities.
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