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November 2018

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

November 14 @ 10:00 am - 12:10 pm
Office of Jesse G. Dogillo, CFP®, 102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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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.…

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