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Bridging Charitable Planning with Retirement Income

NAIFA-FSP Webinar Series

 Bridging Charitable Planning
with Retirement Income 

Tuesday, December 10th, 2024
12:00 pm - 1:00 pm eastern

Program Overview

Mike McGlothlin,
CLU, ChFC, CFP,
LUTCF, NSSA
Executive VP of Retirement
Ash Brokerage

This session will provide you with a review of topical ideas to share with clients that are charitably inclined. The SECURE 2.0 Act allows clients to take advantage of planning opportunities that can increase the probability of retirement success, lower taxation, save money, and provide funds to charities efficiently. In addition, the current economic conditions favor arbitrage planning that promotes generational planning opportunities that can help you retain assets and grow your business. More

REGISTRATION FEE

Members: No Fee | Nonmembers: $59.00

CE CREDITS

1 CFP® credit has been applied for.
1 CPE (accounting) credit has been applied for.
1 Professional Recertification/PRP (American College) credit has been applied for.
$5.00 fee per credit.

NAIFA 1000 Wilson Boulevard Suite 1890 Arlington VA 22209 USA

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Client Needs Assessment
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December 10

The ACE Med Supp Showcase