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Successful Retirement Planning after Tax Reform: Case Studies on Longevity & Other Key Factors (Video Teleconference)

November 14, 2018 @ 10:00 am - 12:10 pm

Program Overview

From now through 2030, more than 10,000 Americans will retire each day, turning to their advisors for help navigating the journey.  Retirement planning was already a complex process that was made more complicated by the passage of the Tax Cuts and Jobs Act of 2017.  If advisors want to increase the probability of creating successful retirement plans for their clients, they need strategies that account for the most significant changes to the U.S. tax code in 30 years.

Led by an extremely knowledge moderator, the expert panel will use a case study format to provide valuable insight into the planning opportunities that emerge from the impact of the new tax legislation on retirement planning.  Attendees will leave this program knowing 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:

  • CPAs & Enrolled Agents
  • Estate Planners
  • Financial Planners
  • Insurance Producers
  • Investment Advisors
  • Retirement Planners/Counselors

 

Moderator and Panelist:

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 and his team help financial planners provide income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes. With more than 25 years of industry experience, Mike is a sought-after author and speaker focused on helping advisors bring true value to their business. Mike’s web series, “Winning Strategies” provides insight and motivation for financial advisors in many forms – blogs, videos, a podcast, and more. A collection of his blog posts was published in his book, “Above the Clouds … Winning Strategies from 30,000 Feet.” Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics, public policy, and business analysis. He remains active with many professional associations and currently serves on the executive committee 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.

 

Panelists:

Tim Ash is known as a visionary in the financial services community. He is an industry leader who envisions a future where insurance is easy, affordable and an essential part of a sound financial plan. As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. He has built a culture where people not only believe in what they do, but more importantly, they understand the reason behind their efforts. Everyone at Ash Brokerage knows their work makes a difference — in the lives of their clients and their communities. Tim assumed leadership of the company in 1997. Since that time, the company has grown to become the largest independently owned insurance brokerage firm in the United States. It expanded from 50 employees in one location to more than 330 employees in offices across the country.

Michael Smith is vice president of internal business development opportunities at Ash Brokerage where he combines strong analytical and quantitative expertise with business acumen to identify key strategic projects that will create competitive advantages. His blend of project management, creativity and industry insight helps to position Ash Brokerage as the go-to organization for insurance and retirement income planning. Prior to joining Ash, Michael spent 16 years in Goldman Sachs’ Technology and Operations Division, where he developed and managed the firm’s Alternative Investment and Mutual Fund trading platforms, and developed the asset allocation modeling toolset used by Private Wealth Management. He also developed a U.S. patent for asset allocation optimization, including wealth projections. Michael earned his bachelor’s degree in mathematics from Houghton College and his master’s in mathematics from the University of Kentucky.

 

CE Credits (for National Showing):

FSP is applying for 2 CE credits for: insurance (CIE), CFP, legal (CLE), accounting (CPA & Enrolled Agents), Banking (ICB), and PACE/PRCE.  Credits are pending approvals.  Click here for approvals.

 

Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $35

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com

Details

Date:
November 14, 2018
Time:
10:00 am - 12:10 pm
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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