Successful Retirement Planning After Tax Reform: Case Studies on Longevity and Other Key Risk Factors

January 16, 2019
12:00 PM - 2:30 PM
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Dino's Eastside Grill
2901 S. 84th Street
Lincoln, NE 68516
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Successful Retirement Planning after Tax Reform:
Case Studies on Longevity and Other Key Risk Factors
Wednesday, January 16, 2019
12:00 Noon to 2:30 PM

Retirement planning has always been a complex process, requiring customized strategies addressing the goals of each individual client.  The passing of the Tax Cuts and Jobs Act of 2017 made the process even more complex, requiring advisors to rethink existing plans and bear in mind new considerations when planning future moves

Increasing a client’s chances of a successful retirement requires strategies based on the latest information, including a keen understanding of the impact of the most sweeping changes to the tax code in decades.  Attending this VTC will increase your odds of panning a winning retirement for your clients.  In case study format you’ll learn to:

  • Increase after-tax cash flow during retirement
  • Manage the tax burden of qualified assets during retirement
  • Identify the proper role of guaranteed income in retirement planning
  • Take advantage of long-term capital gains versus ordinary income

 

Moderator Mike McGlothlin, CLU, ChFC, CFP, LUTCF will guide expert panelists Tim Ash and Michael Smith, in a lively and informative session.

Please register by Friday, Jan. 11th online at www.financialprolincoln.org,

by calling, 402-483-6848 or by email, info@financialprolincoln.org

 

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