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Retirement Income Considerations under the New Tax Laws (Chapter Hosted Webinar)

March 27 @ 9:00 am - 10:00 am

Program Overview

This webinar will focus on some of the changes that you need to be aware of with respect to the new tax laws for 2018. The topic covers not only recent changes but also key tax impacts that can erode any clients’ retirement income. More importantly, we look at alternatives that can avoid tax and income pitfalls for Americans making retirement decisions.

 

Attendees will learn:

  • The major tax changes that affect retirement income planning.
  • How taxes can erode a retirement income stream if you are not aware of pitfalls.
  • Remaining hidden taxes that can affect government benefits available to your clients.
  • Solutions to common planning mistakes to reduce the tax drag on retirement income.

 

Featured Speaker:

Mike McGlothlin, CLU, ChFC, CFP, LUTCF is a tireless advocate for the retirement planning industry. As executive vice president of retirement products at Ash Brokerage, he heads a team providing income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes. As an industry thought leader, Mike is a sought-after author and speaker. He has written articles for several industry publications, and he also publishes a blog and video series, “Winning Strategies,” which provides weekly business insight and motivation. A collection of his blog posts was published in his book, “Above the Clouds … Winning Strategies from 30,000 Feet.”  With more than 25 years of experience, Mike started his financial services career as a producer and qualified for the Million Dollar Round Table. Prior to joining marketing organizations as a distribution executive, he headed the national annuity distribution for a regional insurance marketing organization and a national brokerage general agency. Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics and public policy, and business analysis. He remains active with many professional associations, and is a former member of the National Board of Directors for the Society of Financial Service Professionals. In addition to his Indiana life and health insurance license, he has active Series 6, 26 and 63 registrations.

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been approved.

For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar

 

Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $20

$5 extra for CE

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com

Details

Date:
March 27
Time:
9:00 am - 10:00 am
Event Categories:
,

Organizer

SIlicon Valley FSP Chapter

Venue

Office of Jesse G. Dogillo, CFP®
102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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