Finance and Investing

A FINANCIAL PLANNING GUIDE: Significant Changes on the Horizon

Price: 225.00 USD
5 Weeks

11 - 09 - 2017, 10:00 AM - 12:00 PM 2017-11-09 10:00 AM - 12:00 PM

We could potentially have significant generational changes in estate, income, and investment taxes that could impact your financial planning strategies. A Board Certified Estate Planning Attorney will discuss the most recent proposals and changes in the estate tax laws and highlight any estate tax issues that need to be addressed before year-end. A tax CPA will review critical year-end tax strategies and summarize the impact of proposed or new tax legislation. We will also learn of the impact of estate and tax planning issues on your investment strategies, review strategies to protect your bond portfolio should interest rates continue to rise, and discuss how to combine various asset classes to generate income and growth and minimize volatility in your investment portfolios. The course provides you with a thorough financial planning checkup, including: • Review of trust, wills, probate, and gifting strategies • Assessment of how much risk is in your bond portfolio if interest rates continue to rise and what to do about it • Discussion of retirement withdrawal strategies to maximize your withdrawals without depleting your assets • Analysis of tax strategies to minimize taxes and review of proposed or new tax laws • Presentation of ways to structure investment portfolios for income and growth including ways to control volatility (A limited enrollment class)