Jeffrey Trombetta, CIMA, CRPC, CFP

Private Client Briefings with Jeff Trombetta

The briefings cover essential strategies including:

• How to convert IRA assets to tax-free legacy wealth for beneficiaries
• The "hidden death tax" on retirement accounts—and specific steps to eliminate it
• How to create immediate income tax deductions while simultaneously increasing retirement income
• How to avoid capital gains tax on highly appreciated stock, real estate, or business interests
• Ways to generate predictable retirement income that outpaces inflation's impact
• Strategies to redirect estate taxes to charity instead of the IRS—creating a lasting legacy

About Jeff

Jeff Trombetta, CFP®, CIMA®, CRPC®, is a nationally recognized financial educator, author, speaker and retirement advisor. He has counselled business owners, professionals, corporate executives and women leaders on how to preserve, protect and pass on wealth in excess of $1 billion since 1995.Jeff holds the CIMA® designation through The Wharton School of Business at the University of Pennsylvania, the CRPC® designation from the College for Financial Planning, and the CFP® designation. He is a BS graduate of the State University of New York at Binghamton with a concentration in finance.Jeff has served as a resource to Marshall Loeb on his CBS MarketWatch personal finance column and has been a featured speaker for the Society of Financial Service Providers. He served as a past voting member of the Steering Committee and the Capital Markets Assumptions Committee at Lincoln Financial Advisors.He is a volunteer for Habitat for Humanity and lives in the Capital Region with his wife Marie. They have two grown children.

Contact Information
Jeffrey P. Trombetta, CFP®, CIMA®, CRPC®
(844)-PLAN-WISE; (844) 752-6947
[email protected]
187 Wolf Road, Suite 300, Albany, NY 12205

• When Is Next Public Briefing