Publications | Book
Leveraging Life Insurance Premium Payments, Second Edition
This presentation takes you through tools to assess your preparedness for launching and securing a long and satisfying retirement. The goal is to share the methodology used by experts to manage retirement cash inflow against outflow over time. We will discuss what you control (discretionary vs non-discretionary expenses) and what you don't (inflation, taxes, financial markets). Result: leave with an understanding of "your numbers" to assure you have enough to retire.
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The content of this program does not meet requirements for continuing legal education (CLE) accreditation. You will not receive CLE credit for participating.
Financial Services & Retirement Planning
SL2304FIN1OLC
60
4/20/2023 12:00:00 AM
Publications | Book
Leveraging Life Insurance Premium Payments, Second Edition
Publications | Book
Sales & Use Tax Deskbook, 37th Edition, 2023-2024
Publications | Book
Property Tax Deskbook, 29th Edition, 2024
Jun
03
Events | Webinar
Purpose Trusts and Steward Ownership
CLE 90 min
Purpose trusts have recently attracted attention as an alternative business ownership structure. They can provide a strategy to transition ownership, maintain business operations, and fulfill the com…
May
23
Events | Webinar
Non-Tax Estate Planning Considerations Group
Dealing with Administering Trusts Where a Beneficiary has Diminished Capacity
May
20
Events | Webinar
Elder Law and Special Needs Planning Group
Defending Guardianships