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Free educational seminar offered on, ‘Tax strategies of the rich and famous’ 

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Seminar will be hosted on Tuesday, May 24 at Derby Wine Estates

Derby Wine Estates

The seminar will be hosted at Derby Wine Estates, located at 525 Riverside Ave. in Paso Robles.

Legacy Retirement Advisors, in conjunction with The Teresa Rhyne Law Group, will be hosting a free, educational seminar entitled, Tax Strategies of the Rich and Famous (that anyone can use), on Tuesday, May 24 from 6-7 p.m.

Teresa Rhyne, a trust attorney with the Teresa Rhyne Law Group and Jennifer Langstaff, a financial advisor from Legacy Retirement Advisors will be covering topics such as:

  • Trust planning simplified
  • Reduce taxes with sale of real estate or business
  • Leave a legacy, not a tax bill
  • Help yourself and your favorite charity

 

The event will serve wine & appetizers. It will be hosted at Derby Wine Estates, located at 525 Riverside Ave. in Paso Robles. This is an educational event only. No specific products or services will be discussed.

Seating is limited. To RSVP call (805) 226-0445.

About the speakers

Teresa

Teresa J. Rhyne.

Teresa Rhyne – trust attorney – Teresa Rhyne Law Group
Teresa J. Rhyne, is the principal of The Teresa Rhyne Law Group, A Professional Corporation, where her practice focuses on developing comprehensive and sound estate and charitable tax plans for business owners, individuals and families—however defined. Rhyne acquired her legal expertise at U.C. Santa Barbara, where she graduated with a BA and high honors in law and society, and Loyola Law School, where she earned a doctorate of law at the age of 23. Her strong educational background is enhanced by over 20 years in the field of business and tax law. Rhyne is a frequent presenter at seminars for the general public as well as instructing other attorneys and professionals on estate planning, charitable planned giving and family business succession planning.

Jennifer Langstaff.

Jennifer Langstaff.

Jennifer Langstaff – financial advisor – Legacy Retirement Advisors
Jennifer Langstaff has been in the financial industry for over 20 years. Her mission is to help her clients create a comprehensive personal financial plan that allow for current and future needs, based on the client’s personal risk tolerances. Conservative by nature, she designs portfolios that are meant to reduce potential investment volatility and offer long term growth potential. She is a certified estate planner and is versed in advanced estate planning strategies to help her clients in their legacy needs. A believer in financial education, Langstaff has offered her services to speak to various groups on important financial topics.

 

The Teresa Rhyne Group & Legacy Retirement Advisors are not affiliated. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA & SIPC. Legacy Retirement Advisors and IFG are unaffiliated entities.

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