Publications | Book
Title Insurance, Fifth Edition: A Comprehensive Overview of the Law and Coverage
Retirement is a major life transition that you must "do right" from the start. Forgetting to factor in inflation and taxes, misunderstanding financial market return expectations, ignoring sequence risk, or even failing to involve spouses or partners in planning, are a few of the perils of ignoring sound financial planning that will be addressed in this program.
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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.
View and register for all the programs in the retirement series!
SL2305FIN2OLC
60
5/31/2023 12:00:00 AM
Publications | Book
Title Insurance, Fifth Edition: A Comprehensive Overview of the Law and Coverage
Publications | Book
Estate Planning for the Muslim Client
Publications | Book
The Irrevocable Life Insurance Trust: Forms with Drafting Notes, Fourth Edition
Nov
01
Events | In-Person
46th Annual Forum on Franchising: Franchising is Bigger in Texas
ETHICS 60 min
Come to the Forum on Franchising Annual Meeting, in Dallas, and see that Franchising is Bigger in Texas. Our schedule includes a broad range of exceptional programming including three intensive progr…
Oct
24
Events | Webinar
Preparing Estate Tax Returns, Part I
This program will provide an introduction to several key concepts related to the preparation and filing of estate tax returns. Panelists will discuss how to determine if you need to file an estate ta…
Dec
05
Events | Webinar
Preparing Accountings and Releases
The program will review the use and importance of keeping a fiduciary accounting, as well as the uses of release agreements in the administration of estates. Speakers will discuss best practices and…