Chapter Retirement And Estate Planning In Challenging Times 2022 - Kansas City | Non-Profit Services | 20 August 2022 | BOK Financial, 7101 College Blvd., Suite 1100, Overland Park, KS 66210
Venue
BOK Financial
BOK Financial, 7101 College Blvd., Suite 1100, Overland Park, KS 66210
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| Event Date | Sat Aug 20 EDT (over 2 years ago) |
| Location |
BOK Financial
7101 College Blvd., Suite 1100, Overland Park, KS 66210 |
| Region | Americas |
Details
Because of the pandemic, tax law changes, media attention, and estate planning is front and center with many consumers. This session addresses how estate planning can be folded into clients’ regular retirement planning, integrating new tax and legal strategies in a rapidly changing economic environment. This includes retirement income withdrawal strategies and IRA planning.
You Will Learn:
• Provide an update as to why estate planning has changed recently, and is changing yet again with the SECURE Act, and subsequent regulations
• Present 8 estate planning considerations/techniques that represent new thinking in this discipline
• Learn how, in particular, estate planning can be folded into the financial and retirement planning process
Speakers
2022 Speaker
Steve Parrish, JD, RICP, CLU, ChFC, AEP
Co-Director of the Center for Retirement Income at The American College of Financial Services