Скачать или смотреть New Horizons in Estate Planning Steve Parrish

This clip is an excerpt of a one-hour professional development CE program produced by the Int'l Retirement Resource Center. (www.retirement-resource-center.com). You may contact us about hiring Steve Parrish for your next event by completing the "Contact Us Form" on the home page of our website, www.retirement-speakers-bureau.com.

Estate planning is part of financial and retirement planning. There are new estate planning considerations for financial professionals in light of the pandemic, the SECURE Act and proposed legislation, and an increasing emphasis on living versus death estate planning. This session will help you understand how the new horizons in today’s estate planning might affect retirement plans.

Learning Objectives: In this one-hour webinar you will:
1. Hear an update as to why estate planning has changed significantly in the last three years, and how it may change yet again with possible legislation in a post-pandemic economy;
2. Learn eight estate planning considerations that represent new thinking in this discipline;
3. Discover actionable ideas to help build these estate planning considerations into your client’s financial and retirement plan.