Estate Planning Workshop

1:00 PM - 4:00 PM
This three-hour workshop touches upon major topics impacting Estate Planning, including:
• Charitable Giving with Retirement Benefits: Explore the advantages and pitfalls of using retirement benefits to fulfill the client’s charitable goals, both as part of the estate plan and during life.
• Roth Immersion: Learn what you need to know to advise your clients regarding this significant planning opportunity, including the pros and cons of Roth retirement plans, who should do a Roth conversion, how to get a free conversion, direct Roth contribution options, estate planning aspects, and beneficiary Roth conversions.
• The Best (and Worst) Planning Ideas for Your Client’s Retirement Benefits: Learn how to evaluate the latest ideas, plus dozens of tried-and-true planning techniques you can use right away in your practice.