Live On Zoom This Thursday at 6 PM CT / 7 PM ET
Discover Why You May Be Creating Future Tax Liabilities And How To Preserve More Wealth, Reduce Taxation, And Protect Legacy Assets
High-income professionals and affluent families are identifying future tax liabilities before RMDs, estate events, tax law changes, or forced financial decisions make the issue more urgent.
Why Choose Us:
What You’ll Learn In The Webinar
Prosperity
Why high-income families may be paying more tax than necessary.
You’ll see how advanced planning strategies may help qualified families identify opportunities to reduce unnecessary taxation, preserve more wealth, and create a more coordinated financial picture.
Protection
Why large retirement accounts can become future tax liabilities.
You’ll learn why delaying the tax conversation can create problems later, and how certain advanced planning strategies may help families create more tax control over time.
Legacy
Why having a trust doesn’t always mean your wealth is protected.
During the webinar, you'll see how trust planning, estate planning, retirement accounts, insurance strategies, charitable giving, and wealth transfer need to work together if the goal is to protect more of the family legacy.
Meet Michael Jankowski, The Founder & CEO
For more than 25 years, Michael has helped high-net-worth families, physicians, business owners, executives, and established households navigate the financial decisions that become more complex as wealth grows.
His work focuses on the full planning picture, including tax minimization, retirement account taxation, estate planning, wealth transfer, charitable giving, asset protection, insurance strategies, and coordination with CPAs, tax attorneys, and estate planning attorneys.
Throughout his career, Michael has worked with affluent families whose financial lives had become too complex for disconnected advice. His approach is centered on helping clients bring those moving pieces together into a more coordinated and thoughtful strategy.
Michael is also the author of “Wealthy, Wise, and Protected,” a book that helps readers discover how to minimize risk in their portfolios, make tax-efficient choices today that may reduce expenses tomorrow, protect the assets they have worked hard to build, and make more informed decisions about their financial future.
Michael has also been recognized as one of the Best Financial Advisors for Doctors by Medical Economics Magazine, and his firm has documented advanced wealth-planning strategies through white papers and other educational resources.
Frequently Asked Questions
Why is this webinar free?
This webinar is free because many affluent families don’t realize how much future tax exposure may be sitting inside their current plan.
The goal is to help qualified families understand the major planning areas they should be reviewing before RMDs, estate events, tax law changes, or major wealth transfer decisions, making the conversation more urgent.
What if I already have a financial advisor?
That’s completely fine.
This webinar is not about replacing your advisor. It’s about helping you understand how tax strategy, retirement account planning, estate planning, insurance strategies, and wealth transfer may need to work together.
What if my CPA already handles my taxes?
Your CPA may be doing excellent work with annual tax filing and compliance.
This webinar focuses on a broader planning conversation: how income taxes, retirement account taxation, estate planning, trusts, insurance, asset location, and wealth transfer may affect what your family keeps over time.
Who is this webinar for?
This webinar is for physicians, business owners, executives, high-income professionals, and established families with significant assets.
It may be especially relevant if you have large retirement account balances, meaningful annual income, business interests, taxable assets, estate planning concerns, or a desire to transfer wealth more efficiently to heirs.
What will I learn during the webinar?
You’ll learn why many affluent families may unknowingly create future tax liabilities, how large retirement accounts can become future tax problems, why trusts and estate plans need ongoing review, and how advanced planning strategies may help preserve more wealth and protect legacy assets.
How long is the webinar and when does it happen?
The webinar is happening on Thursday at 6 PM CT / 7 PM ET, and it goes for about 60 minutes.
It is designed to be a focused training that helps you understand the major tax and legacy planning areas affluent families should be reviewing.
How do I join the webinar?
Enter your name and email on this page, then click the registration button.
Once you register, you’ll receive the details you need to attend the webinar live on Zoom.
Register For The Free Webinar Now
Thursday, 6 PM CT / 7 PM ET
Discover why many ultra-affluent families unknowingly create future tax liabilities, and learn advanced planning strategies that may help preserve more wealth, reduce taxation, and protect legacy assets.
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