October 8 and October 22, 2008

Free, Healthy, Wealthy & Wine Events of the Season
3:30 p.m. Educational Forum and Complimentary International Wine and Food Pairings.

766 Main Street (Rte 6A), Dennis, Massachusetts
(Behind the Post Office)

The program includes an educational forum by local author, Seth M. Pearson, CFP, whose new, must read little book The Two Million Dollar Gift” on common sense estate planning was featured in The New York Times, January 5, 2008 in an article titled “Bequeathing with Strings Attached.”

PRE-REGISTRATION IS REQUIRED.
PLEASE CALL: 508-385-7925
Choose One Date
3:30 p.m., October 8
  3:30 p.m., October 22

Enjoy free wine and food pairings hosted by the Harvest Gallery while listening to author and certified financial planner Seth M. Pearson provide details about seven strategies to reduce income tax, capital gains taxes & estate taxes.

The New York Times reported:
“Once only for the superrich, dynasty trusts now provide a way for the rest of us to leave money to loved ones, preserve wealth for the future generations, and even control how an inheritance is used once donors die. Seth M. Pearson, CFP, a certified financial planner in Dennis, Mass., and author of “The Two Million Dollar Gift,” a book about intergenerational trusts, said most parents would prefer to leave money to their children rather than later generations, assuming that their children will take care of their own offspring. He said many people avoid creating dynasty trusts because they do not realize that the documents can be structured to leave money directly to their own children.”

To read the entire article simply search “Seth Pearson in The New York Times archives (www.nytimes.com) and read the first article that appears called “Bequeathing With Strings Attached.”

This forum will help end any uncertainty you may have about

• Wills
• Trusts
• Tax Reduction strategies