October 17 - 19, 2024|Orlando, Florida
Questions? Call: 1-800-970-4355

David Phillips's Schedule

CEO
Estate Planning Specialists, Inc.
Estate, Retirement, Tax, and Asset Protection Planning—What’s Your Next Move?*
Saturday, October 19, 2024, 10:00 am - 12:00 pm
Focus: FINANCIAL AND ESTATE PLANNING

Now what? Given that President Biden will no longer be the 47th president, what could possibly happen to taxes come November? Will income tax brackets remain or be increased? Will capital gains tax be changed? Will the federal estate tax credit be increased or decreased? Will the federal lifetime gift allowance remain the highest in history, or will it be reduced to pre-2006 levels? Will the onerous Stealth Estate Tax on retirement accounts remain? Will the Tax Cut and Jobs Act be repealed? Will the Tax Doomsday of December 31, 2025, become a reality?

All of these questions, plus many more relevant estate, income, charitable, and asset protection questions, will be answered by our team of experts, David T. Phillips, CEO of Estate Planning Specialists, Rick Durfee, founder and senior partner of one of the premiere estate planning law firms in the country, and Todd Phillips, safe money authority and president of Estate Planning Specialists.

Each attendee will also receive a complimentary copy of 10 Most Common Estate Planning Mistakes and How to Avoid Them, by David T. Phillips, as well as a 50% discount on all of our publications, including The Family Bank Strategy and Trust Issues, Rick Durfee’s new book, and Todd Phillips’ latest edition of his book, The Future of Retirement Savings. 

Register Now to meet me and other top money experts IN PERSON in Orlando, Florida!

Top 5 Benefits of Attending The MoneyShow

  1. Talk to Top Money Experts Up Close and in Person
  2. Discover New Investment Opportunities
  3. Get Live Market Analysis, Research Reports, & Hands-on Demos
  4. Network with Other Savvy Investors
  5. Win Daily Cash Prizes, Shares of Stock, & Swag

David Phillips's Profile

David Phillips is the CEO and founder of Estate Planning Specialists, LLC. For 40 years, his company has helped thousands of Americans disinherit the IRS by properly planning their estates. Mr. Phillips and his company have been recommended by Dr. Mark Skousen, Dr. David Eifrig, Terry Savage, Robert Carlson, John Mauldin, and Tony Sagami. Mr. Phillips is one of the editors of Eagle's Generational Wealth Strategies newsletter. He is the author of the bestselling books Estate Planning Made Easy, The Ten Most Common Estate Planning Mistakes, The Family Bank Strategy, Answers to Today's Long-Term-Care Crisis, and The Bombshell Battle Plan. He has been a frequent guest on Fox News, The Financial Advisors, Bloomberg, and CNBC.