ACC Brown Bag Series - Estate Planning

Brown Bag Series

Estate Planning

An informational workshop designed specifically to discuss basic fundamentals of estate planning, how to minimize your estate taxes while maximizing the assets you pass to your heirs.

  • Common estate planning terms and definitions
  • Essential estate planning documents
  • How to help uncover your wealth transfer mistakes
  • Ways to avoid probate
  • To identify solutions to the most common mistakes in estate planning
  • To help lay out a “road map” or action plan for implementing these solutions
Speaker: Xin Wang, Ph.D ., CFP®, AEP®
Xin moved to the United States and started his new career in the financial services industry in 2004. Prior to that , he was a heart surgeon for many years in China. After receiving his degree from Shandong University School of Medicine , Xin received his Ph.D. from the University of Milan, Italy. In 2008 , Xin completed extensive studies and earned his CFP® and AEP® designations in the financial planning and services industry. Xin is nationally and internationally recognized as a premier consultant by his peers and clients. Xin and his Team provide holistic fee-based financial planning as well as transactional financial services for clients . Xin combines his education, experience, knowledge, reputation and character to assist his clients achieve their personal and business goals successfully.

Xin Wang, Ph.D., CFP®, AEP® is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/ SIPC, a Licensed Insurance Agency. 11 Greenway Plaza, Suite 1458, Houston, TX 77046, (713) 388-6789 Cell: (713) 628-0868. Xin Wang is also separately registered as an investment adviser representative("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser. This educational seminar and sales presentation is for informational purposes only. Abacus Financial Strategies LLC as well as Eagle Strategies LLC and its affiliates do not provide tax, legal or accounting advice. Abacus Financial Strategies LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

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