Webinar: Integrating Estate Planning into Retirement Planning

Jan 08, 2020 12:00pm -
Jan 08, 2020 01:00pm
(GMT-5)

Event Description

 

Please note registration is being handled through the Society of FSP office. Click here to register.

 

 

Integrating Estate Planning into Retirement Planning

January 8, 2020

12:00 noon - 1:00 pm ET

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.

 Export to Your Calendar 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

Event Type:Study Group
Early registration ends on Mar 05, 2019.
Regular registration starts on Mar 06, 2019 and ends on Jan 09, 2020.
Late registration starts on Jan 10, 2020.
(GMT-05:00) Eastern Time (US & Canada)