Topic: Tax Implications of Personal Asset Location

Speakers: Joe Doolan, Financial Advisor and Keith Wziontko, Regional VP, at Equitable Advisors

Presentation:
- What is Asset Location

- A Three Bucket Approach to Building Wealth and Retirement Assets

- Potential Impact of Taxation on Retirement Assets

- Managing Your Tax Bracket in Retirement

- Life Income Plan

Speakers' bios:

Joe Doolan, MBA, Financial Advisor
Joe Doolan is a Financial Advisor at Equitable Advisors.  With 20 years of experience in the financial services industry, he is dedicated to informing and empowering clients to achieve their specific goals and take control of their financial future.

Taking a plan-oriented and consultative approach, he addresses the wide-ranging and individual needs of his clients. Through personalized planning, he provides generational support as he helps his clients navigate through career changes, education planning, marriages, family planning, retirement, and legacy planning.

Keith Wziontko,  CLU®, ChFC®, RICP®
Keith Wziontko is a Regional Vice President with Life Distribution at Equitable Distributors, LLC.   Keith helps Financial Representatives implement creative tax advantaged strategies into their client’s portfolios. By understanding each representative's practice and the clients they serve, Keith is able to position Equitable’s innovative asset location strategies to improve the tax efficiency of their entire investment portfolio. 

Keith began his career in the Financial Services Industry 25+ years ago. His career path has enabled him to take on several key sales roles within a number of insurance companies.  These roles include working as an Advisor, Director of Sales, National Sales Program Manager and Director of National Accounts.  He has been with Equitable Distributors for 15yrs,  the last 14yrs as a Regional Vice President.