This three-part course will help you or your clients make sound financial decisions about retirement and business succession planning.
DESIGNED FOR
CPAs and other financial professionals
BENEFITS
- Learn creative strategies for using life insurance to maximize retirement planning.
- Be better able to advise clients on the best available Social Security filing strategies and ensure they obtain all of their eligible benefits.
- Be able to maximize and protect the value of your business or your clients’ businesses.
HIGHLIGHTS
Income Tax and Risk Mitigation Strategies
This session will help you better understand the tax implications of financial decisions to assist you or your clients with potentially reducing risk and tax burdens during important retirement years. Topics will include:
- How the tax system will differ during retirement
- Impact of recent tax law changes on retirees and those savings for retirement
- Structuring assets for tax efficient wealth transfer
- The importance of reviewing existing permanent life insurance policies that are owned by an individual or irrevocable life insurance trust agreement to determine if they are still adequately funded, performing as projected, priced fairly and that the protection originally sought will be there when needed
Succession by Design, Not Default™
When someone pours their heart and soul into building a successful business, its value becomes more than just a number on a balance sheet. The minute a business has value is the minute the owner has something to lose. Without a written plan, confusion and heartbreak often occur at the time of exit or succession from the business.
This session will help you:
- Understand the biggest mistakes business owners make that impact the value of their company.
- Learn how to create a robust emergency operating plan that protects your client’s business, family and valued employees.
- Develop a six-step roadmap to advise your clients to a successful exit or transition from the business.
Top 25 Social Security Myths Debunked by Ash Ahluwalia
Identify and debunk the top 25 Social Security myths. By debunking these myths, Social Security beneficiaries will be able to make better decisions on how and when to file for benefits, and it will help to ensure that they do not leave any eligible benefits on the table.
This session will cover a wide range of eligible Social Security benefits, including, but not limited to spousal, ex-spousal, survivor, child , child-in-care and survivor benefits.
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None