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Learn about the changes to tax law as it relates to individuals and businesses. Speaker will provide an overview of the changes to date. Spend another hour learning about the changes to Estate and Gift tax law as a result of the 2017 tax updates. Then we’ll cover retirement planning and learn how to decumulate your nest egg in retirement (spending your assets). This requires a completely different mindset and approach than during the growth and accumulation period in pre-retirement and you will learn three different methods on how to approach this spend down of assets.
Course speakers:
Participants interested in learning about the new tax law changes and those individuals that are helping clients with retirement planning.
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