Learn about a perfect storm of dangers that will be affecting millions of retirees over the next several years. These dangers are real, but they are absolutely not insurmountable. By taking intelligent, thoughtful, and relatively simple steps, you can minimize or completely eliminate these 3 biggest dangers investors face relative to retirement. The benefits of holistic financial planning help to position clients’ assets in a way that helps them take control of their retirement, assure a steady stream of income, cover any short-term needs, and protect a legacy for their children, if that’s part of your clients’ plan. It’s a simple, but powerful way of thinking and planning that is easy to understand and implement.
Scott and Stephanie will share what each of the five essential documents in estate planning is designed to do and why they are important for you and your clients. Help your clients memorialize their wishes in case of death or incapacity. This is an indispensable presentation on how to gets your ducks in a row.
In recent years Donor Advised Funds have become a phenomenal philanthropic tool that can foster collaboration among both the family and their advisory teams. Learn questions to uncover how DAFs can be combined with other strategies to create the right charitable pathway for clients. Debunk common myths when it comes to leveraging complex assets like real estate or closely held business interests for charitable giving. Create inclusive planning strategies that can be beneficial for both the family and the professional advisory teams. This collaboration can increase the beneficial impact to the family, their philanthropy, the advisors relationships with one another and the community at large.
Let’s face it, estate taxes, income taxes, and the like are never permanent, and most definitely affected by each new administration. Joe and Steve will share insights and fresh perspectives several months into the new Trump Administration. They’ll spotlight the legislative changes already made and the anticipated initiatives still likely to come – focusing on the most relevant topics of conversation and planning opportunities for advisors of all disciplines to share with clients and prospective clients.