Asset Preservation Strategies Invites You to Attend Our Community Insights Program 

Community Insights are family round tables offered to estate, financial, business, real estate, as well as long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving your goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s marketplace. 

Community Insights will be held at the following location: 

Enter Your Information Here to Attend: 

Please Check the session you will be attending:

• Understanding Qualified Opportunity Zones Funds; presented by Greg Banner, CFP®, CLU®, CRTP

• Preserving Family Relationships – During and After a Loss; presented by Steve Mancini, Esp. and Alexis Bastedo, Esq. 
  

• APS College, Tools, Tips and Information; presented by Janet Butler and Lucy Lukasik

• Capital Gains and Income Tax Planning for Successful Families and Business Owners; presented by Joe Strazzeri, Esq. and Steve Mancini, Esq. 
  

• Caregiving Resources; presented by John Jenkins, AEP®, EA, CFP®, CFF

• Preserving Family Relationships – During and After a Loss; presented by Steve Mancini, Esp. and Alexis Bastedo, Esq.  

• Six Steps to Legacy Planning for the Generations; presented by Monica Szakos, CFF

• Capital Gains and Income Tax Planning for Successful Families and Business Owners; presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.