Omaha Chapter Retirement And Estate Planning In Challenging Times 2022 | Non-Profit Services | 15 September 2022 | Champions Run, 13800 Eagle Run Dr, Omaha, NE 68164, USA
Venue
Champions Run
Champions Run, 13800 Eagle Run Dr, Omaha, NE 68164, USA
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Thu Sep 15 CDT (about 2 years ago)
In your timezone (EST): Thu Sep 15 1:00am - Thu Sep 15 1:00am |
| Location |
Champions Run
13800 Eagle Run Dr, Omaha, NE 68164, USA |
| 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