THURSDAY JANUARY 30, 2003 15A
Exclusive Private Luncheon For Estates from $5 Million to $100 Million
YOU SHOULD ATTEND IF... • You want to plan now for the probable elimination of the estate tax • You are concerned about the fact that the income tax will double on your IRA upon the elimination of the estate tax • You want to guarantee the elimination of the current estate tax and income taxes on your IRA at death • You want to dramatically increase your IRA’s value to your family using our IRA Wealth Transfer PlanSM • You would like to consistently earn 8% from an established real estate investment • You would like to guarantee your principal while participating in substantial stock market increases • You would like to stop paying premiums on your life insurance or pay with pre-tax dollars PRESENTED BY
All attendees will receive a copy of Bruce’s latest book, “Advanced Estate Planning.”
Clients include many of America’s wealthiest families
LOCATIONS AND TIMES TUESDAY, FEBRUARY 4
Bruce S. Udell, CLU, ChFC, CEP, is a nationally recognized speaker and author with 29 years of estate planning experience.
WEDNESDAY, FEBRUARY 5
Ruth’s Chris Steak House The Longboat Key Club SOUTH TAMIAMI TRAIL
Seminar 9:00 am Lunch Served 11:30 am
Call Now: 951-0443. By reservation only. Limited to the first 18 attendees
*Individual results may vary. There are special risks of investing in real estate. Earned income is based upon minimum holding periods. Penalties and fees may be applicable to early withdrawal. Guarantees based upon claims paying ability of insurer. 1303
©2003, Udell Associates Date of first use: 11/02. There will be a $500 fee for Insurance Professionals and Stock Brokers attending.
Securities offered through NFP Securities, Member NASD & SIPC. Bruce S. Udell, a registered representative.