Joe O. Luby III
Joe O. Luby III, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and author, is an established expert in the areas of charitable gift planning, advanced corporate retirement plan design & management, alternative investment transactions using retirement funds and the special needs of business owners including advanced tax and estate planning strategies. He is the founder of the Jagen(tm) strategy which is a unique new development in the field of investment and tax planning which offers significant tax efficiencies for clients with large IRAs and/or gift & estate tax concerns. Active in the planning community, Mr. Luby is a member of the Financial Planning Association of Nevada, the Southern Nevada Estate Planning Council, and serves on the Planned Giving Councils of Vegas PBS and the University of Nevada Las Vegas (UNLV). For more information go to: www.jagenfunds.com
