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November 2018

Video Presentation (VTC): Case Studies on Longevity and Other Key Risk Factors

November 29 @ 11:00 am - 1:00 pm
New York Life, 205 E. River Park Circle, Suite 250
Fresno, CA 93720 United States
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Free

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…

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