Understanding the Liabilities for Business Owners as Fiduciaries
August 25, 2015
A Different Perspective on Preparing for your Day in Court
August 25, 2015
Your Client Will Run Out of Money Without a Proper Distribution Plan – For Attorneys
$25.00
John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP
Click play to watch a short video about ‘Your Client Will Run Out of Money Without a Proper Distribution Plan’
John and Greg will discuss what Attorney’s need to be aware of when advising clients that are near retirement or retirees who have transitioned from an accumulation phase in their life to a distribution phase. They will discuss how clients can continue living a prosperous lifestyle with some guarantees by using time segmented distribution planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP
Click play to watch a short video about ‘Your Client Will Run Out of Money Without a Proper Distribution Plan’
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The Gathering 2018 – The Complete Package
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Click here to see the Gathering Agenda with the list of the presentations and presenters.
