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Be Tax Wise: Tax Saving Tips for Today and Tomorrow
Do you want to better manage the taxes on your income and investments? Do you understand the impact that recent federal legislation will have on your wealth? Making smart decisions today may benefit you and your loved ones exponentially in the future.

Michael Zimmerman, BS ’98, president and founder of Regal Wealth Advisors, will lead an exclusive talk for Jefferson, Textile and Philadelphia University alumni on the tax-saving tips and investment strategies you can use today, including understanding the impact of the SECURE and CARES Acts; managing your IRAs, Required Minimum Distributions and life insurance; and minimizing the penalties that your beneficiaries may incur from your assets.

Mr. Zimmerman will be joined by Lisa Repko, vice president of Institutional Advancement and Planned Giving for Thomas Jefferson University, and Kathy Sarlson, senior director of Planned Giving, to further explore how you can ensure a more fiscally bountiful future for you, your loved ones, and the organizations that are meaningful to you.

Nov 10, 2020 07:00 PM in Eastern Time (US and Canada)

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Speakers

Michael Zimmerman BS ’98
President and Founder @Regal Wealth Advisors
Michael's areas of specialty include financial, investment, retirement, and estate planning, with an emphasis on risk management and tax efficiency. Michael has earned the designation of Certified Exit Planning Advisor (CEPA), and has completed coursework in retirement-income planning, legacy planning, and Social Security planning. He has received award recognition for his professional advisory efforts including being named as a Top 10 Wealth Manager in Central Pennsylvania Central Penn Business Journal, being featured on the cover of Proactive Advisor Magazine in 2014 and 2019, and being named to Central Penn's 40 under 40 in 2015.