What You Don’t Know May Result in The Payment of Unnecessary Taxes and Loss Of Retirement Income. Come and You Will Discover:

  • How You Can Possibly Reduce or Eliminate Income and Estate Taxes on Your IRA, 401(k) and Pension
  • A Little Mistake that Could Negatively Impact the Amount of Tax You Pay
  • One Key Factor that Helps Determine Whether You Make or Lose Money in Annuities
  • Three Retirement Income Mistakes and How to Avoid Them
  • Annuity Facts You May Want to Know that Could Materially Increase the Taxes You Pay
  • Learn How to Create an Income You Can’t Outlive

There will be nothing to buy at this Briefing, just valuable Behind-The-Scenes information.

Seating is VERY Limited ... Register Today! To Discover and Benefit! 
Click the button below or Call Brittany at 973-588-8280


Summit Financial Resources 4 Campus Drive  Parsippany, NJ 07054

(Registration opens 15 minutes prior)

Your Master Presenter:


 Sal Salvo is a co-founder of Summit Financial Resources, Inc. and founder of the Institute for Family Wealth Counseling, both located in Parsippany, New Jersey.  Sal is a nationally recognized financial educator, speaker and lecturer. 

  • Consultant to hospitals and universities throughout New Jersey on the benefits of income tax planning
  • Appeared on CNBC’s “Market Watch” and CNN’s financial program “Take It Personally”.
  • Contributed to the book, Getting to the Heart of the Matter: A Revolution in Estate Planning for Wealthy Families and has published many articles on taxation and asset protection.
  • Served as a continuing education instructor to CPAs and financial professionals.