Video Presentation (VTC): Case Studies on Longevity and Other Key Risk Factors
November 29 @ 11:00 am - 1:00 pmFree
Retirement planning has always been a complex process, requiring customized strategies addressing the goals of each individual client. The passing of the Tax Cuts and Jobs Act of 2017 made the process even more complex, requiring advisors to rethink existing plans and bear in mind new considerations when planning future moves.
Increasing a client’s chances of a successful retirement requires strategies based on the latest information, including a keen understanding of the impact of the most sweeping changes to the tax code in decades. Attending this VTC will increase your odds of planning a winning retirement for your clients. In case study format, you’ll learn how to:
- Increase after-tax cash ﬂow during retirement
- Manage the tax burden of qualified assets during retirement
- Identify the proper role of guaranteed income in retirement planning
- Take advantage of long-term capital gains versus ordinary income
Who Should Attend: Attorneys, CPAs, estate planners,
financial planners, insurance producers, investment
advisors, retirement planners/counselors
Light lunch will be served.
WE ARE CONTINUALLY THANKFUL FOR OUR SPONSORS TO MAKE OUR EVENTS POSSIBLE.
A special thank you to the Fresno office of New York Life for providing the location and technological services for this event.