Getting Back to Basics - Planning for Retirement Control in the Current Climate
10:45 AM - 12:00 PM
In our current climate of change, our philosophy of retirement planning must change as well. We as advisors need to be prepared. Ilene will discuss the new version of the estate law, the subsequent elimination of the estate tax, the need for Retirement Plan Trusts, and other tax-related factors impacting retirement planning in the current climate.