Retirement & Financial Planning Events

Explore leveraging trusts and donor-advised funds (DAFs) to solve common income tax and estate planning challenges. This course is free to attend.

No prerequisites required and no advanced preparation required.

Learning Objectives

• After completing this course, you will know how to use trusts and donor-advised funds to handle tax planning issues for your clients and their families.
• You will be able to create clear and actionable strategies using DAFs and charitable remainder trusts (CRTs) that could help reduce your clients’ tax liability.
• You will understand DAF and CRT strategies if a client has them recommended by a financial advisor and they turn to you for guidance.

Register by emailing us: info@riversidewa.com

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

YOU WILL DISCOVER HOW TO:

•   Evaluate the impact of the latest tax law changes on your retirement
•   Determine if you have enough money for retirement
•   Use the 3 basic types of retirement accounts to maximize cash flow in retirement
•   Evaluate the benefits of a Roth Conversion
•   Maximize Social Security income
•   Reduce, or eliminate unwanted expenses or delays with estate planning
•   Understand if your portfolio is truly “diversified”
•   Avoid the three basic “pitfalls” of retirement distribution planning

 

Who should attend this course

You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.

 

Register by emailing us: info@riversidewa.com

Register by emailing us: info@riversidewa.com

The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirement.

YOU WILL DISCOVER HOW TO:

•   Evaluate the impact of the latest tax law changes on your retirement
•   Determine if you have enough money for retirement
•   Use the 3 basic types of retirement accounts to maximize cash flow in retirement
•   Evaluate the benefits of a Roth Conversion
•   Maximize Social Security income
•   Reduce, or eliminate unwanted expenses or delays with estate planning
•   Understand if your portfolio is truly “diversified”
•   Avoid the three basic “pitfalls” of retirement distribution planning

Who should attend this course

You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.

 

Register by emailing us: info@riversidewa.com