Planning for clients with $1M to $15M in net worth

Overview

Personal financial planning concepts for clients

Gain personal financial planning ideas for clients who have between $1M and $15M of net worth.

Topics include:

Retirement planning, including Roth conversion planning Investment planning strategies Estate planning for clients who want to keep control of their net worth The tax planning in anticipation of the sunset of TCJA Helping clients meet insurance needs Other planning ideas

This 90-minute webcast will include time for Q&A.

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning

Objectives

• Identify tax, retirement, estate, investment, and risk management planning strategies for clients with $1M to $15M of net worth.
• Determine how the impending sunset of TCJA, the election year, and general financial uncertainty affect planning for your clients.

Highlights

Planning for clients with net worth between $1M and $15M. Personal financial planning ideas in the areas of tax, retirement, estate, investment, and risk management. Considerations in an election year and the impending sunset of TCJA.