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Mark Your Calendars...



IRAS, QCDS, & CHARITABLE GIVING

Webex, June 13, 2023, 1 PM ET
Jackson, Grant

Do you know anyone with an IRA who is over 72 and charitably inclined? QCDs (Qualified Charitable Distributions) are useful tools to transfer funds to charity out of an IRA without triggering taxable income. This short presentation will give you details and resources to research the subject further.    

HOW TO FIND RETIREMENT INVESTING EXPERTISE

Webex, June 15, 2023, 1 PM ET
Jackson, Grant

It is said that financial professionals are morphing into retirement planning and investing. There is a reason. It’s all about demographics. Offering the service and having the expertise to effectively provide the service are two different things, of course. This presentation will help you define and search for the type of expertise you need before launching into retirement. Included: SEC disclosures to review in your due diligence process.


iNVESTMENT& eSTATE lEGAL cOUNSEL jOIN fORCES:
fINANCIAL cONSIDERATIONS FOR A HIGH-NET-WORTH ESTATE

Webinar, June 16, 2023, 2 PM ET
Leimberg Information Services Inc. Production

Working with high-net-worth estates requires particular care due to the increased complexity of their financial assets. In this presentation, Julie Jason, JD, LLM will review how investment and estate counsel can collaborate strategically with HNW families to mitigate risks. Julie will discuss how estate and financial planning dovetail and the importance of survival analysis to ensure a client's wishes are respected and honored. Come away with a comprehensive and tailored approach, designed to preserve and grow your clients' wealth while protecting their legacy.