The Evolution of Planning with Entrepreneurs – What’s Next? (Gathering 2016)
August 1, 2016
The Top 5 Mistakes to Avoid When Helping Your Clients with Senior Care Planning
August 12, 2016
The Bucket Plan®
$25.00
The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-return risks”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving purpose.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
The two biggest risks to a systematic withdrawal plan are inflation, and something known as “sequence-of-return risks”. Sequence-of-returns risk is the risk of receiving lower or negative returns early in a period when withdrawals are made from an individual’s underlying investments. The order or sequence of investment returns is a primary concern for retirees who are living off the income and capital of their investments.
Another misconception we see is people think that legacy planning is “just for the kids.” However, legacy planning is actually MOST important for the surviving spouse. Going from married to single tax brackets, the standard deduction is cut in half, marginal brackets shrink, and overall taxes go up dramatically. Added to which, losing one of the two Social Security payments and potential pensions, income is almost always reduced as well. So taxes go up and income goes down for a surviving purpose.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP, EA, CFP®
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Heritage Planning – The Third Element to Multi-Generational Planning
$25.00John will share the elements of Heritage Planning – those things that are needed to sustain family wealth and unity across generations. The first two elements of planning, Estate and Financial Planning, allow your clients to pass what they “own” to future generations. Heritage Planning allows them to pass “who they are” to future generations. Heritage Planning does not compete with Estate and Financial Planning – rather, it is the next element needed to prepare the family and get them working together to stay together for multiple generations.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP®, Heritage Planner
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3 Doors to Estate Planning
$25.00This workshop will explore the three doors to estate planning: family; charity; and the IRS. It will point out that client estates normally go through only two of the three doors – the ones they choose either consciously (through planning) or unconsciously (without planning). We will further demonstrate the planning strategies available to maximize the benefits to families and minimize, if not completely zero out, the benefit to the IRS.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John Jenkins, AEP, EA, CFP
Click play to watch a short video about ‘3 Doors to Estate Planning’
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VA Aid and Attendance – Who, What, When, and How
$25.00It’s easy to feel lost among all the government issued programs and benefits out there. In this presentation, Scott will help you navigate the programs designed to help veterans, and their spouses, pay for care. We’ll take an even closer look into the VA’s Aid & Attendance program – which provides tax-free income and free medications to qualifying veterans. You’ll learn all the aspects of this program, including who qualifies and what it takes to qualify. This presentation is not only for veterans, but also for anyone who works with and/or helps a veteran, or simply wants to learn more..
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq.
