The La Salle Academy Alumni Speakers Program presents a discussion about wealth creation and wealth retention by two experts from Credit Suisse Securities (USA) LLC on Tuesday, March 9 at 7 p.m. in the Brother Dominic Fontaine Alumni Center. The event is open to the general public.
Come learn from Richard Zinman, Managing Director of Private Banking USA and Sam Petrucci, Director of Private Banking USA as they discuss income, gift and estate tax law as well as financial planning to take advantage of current interest rates, asset value and income in addition to strategies for dealing with “underwater” real estate holdings and more. Admission is free but seating is limited.
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If you are interested in attending, please reply by March 2 to alumniassociation@lasalle-academy.org or 401-351-7750 ext 195.
