Integrating Estate Planning into Retirement Planning
January 8, 2020
12:00 noon - 1:00 pm ET
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Program Overview
Financial and societal shifts in planning (including estate tax changes and demographic trends) have caused estate planning to be a part more and more of the overall retirement planning process. This session explores the reasons for this shift and its exceptions, and then offers tangible ways professional advisors can integrate estate planning into retirement planning for their clients.
Learning Objectives:
- Learn about the shifts that are causing estate planning to become a part of the overall retirement planning process
- Consider the ramifications and challenges of these trends to professional advisors from a planning standpoint
- Hear about tangible tools and techniques to integrate estate planning into the retirement planning process
This webinar will discuss ways advisors can integrate estate planning into retirement planning for their clients.
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1/8/2020 |
When: |
Wednesday, January 8, 2020
12:00 - 1:00 PM ET |
Where: |
Online Webinar
United States |
Presenter: |
Steve Parrish, JD, RICP, CLU, ChFC, AEP |
Contact: |
Member Services
info@societyoffsp.org
800.392.6900 |
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