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Sponsored by Lorman Education
Only registered attendee will receive continuing education credit.
Product ID: 405417
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Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

Live Webinar
June 25, 2019
1:00 pm ET (12 pm CT, 11 am MT, 10 am PT)
1 hour 30 minutes
Live Webinar$199Register Now
Can't Attend?   Audio & Reference Manual$199Add to Cart

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.

Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all. When considering basic or advanced estate planning, most advisors and clients think of only estate taxes. Given the current estate tax exemption, estate taxes are a remote problem for most clients; however, planning for an estate is a complex process that should take into account, among other things, estate taxes, gifting, income tax planning, assets protection and the clients’ family situation, regardless of wealth. The financial planning process is an essential part of estate planning. Integrated financial and estate planning can help the client navigate various estate-related decisions and wade through the myriad of planning options available to them and their families. Ultimately, financial planning helps provide the client with clarity around assets available for retirement, the impact of the estate-related decisions on the clients’ ability to successfully retire, and the probability of successful family outcomes.

Learning Objectives

• You will be able to recognize how estate planning deals with both income and estate tax mitigation.

• You will be able to explain the importance of having an integrated financial plan and estate plan.

• You will be able to discuss basic estate planning strategies, and client profiles that fit each strategy.

• You will be able to describe how financial planning drives many of the decisions related to constructing an effective estate plan.


Live Webinar$199Register Now
Can't Attend?   Audio & Reference Manual$199Add to Cart