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.   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