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Live Webinar

90-minute live streaming program
  • June 25
  • 1:00 - 2:30 pm EST

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan

June 25

Coordinating your financial plan with your estate plan is important to a successful and comfortable retirement.

Many clients who are entering retirement either have a very outdated estate plan or no estate plan at all. When considering basic or advanced estate planning, most advisors and clients think of only estate taxes. Given the current estate tax exemption, estate taxes are a remote problem for most clients; however, planning for an estate is a complex process that should take into account, among other things, estate taxes, gifting, income tax planning, assets protection and the clients’ family situation, regardless of wealth. The financial planning process is an essential part of estate planning. Integrated financial and estate planning can help the client navigate various estate-related decisions and wade through the myriad of planning options available to them and their families. Ultimately, financial planning helps provide the client with clarity around assets available for retirement, the impact of the estate-related decisions on the clients’ ability to successfully retire, and the probability of successful family outcomes.

Learning Objectives

  • You will be able to recognize how estate planning deals with both income and estate tax mitigation.
  • You will be able to explain the importance of having an integrated financial plan and estate plan.
  • You will be able to discuss basic estate planning strategies, and client profiles that fit each strategy.
  • You will be able to describe how financial planning drives many of the decisions related to constructing an effective estate plan.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Current Conditions and What We Are Planning Toward
  • Retirement Planning – When to Begin the Process
  • Estate Planning – Environment Post-TCJA
  • Importance of Flexibility
Goals-Based Financial Planning
  • How to Start the Process/Conversation
  • How Estate Planning Is Incorporated Into the Planning Process
Financial Projections
  • Projections as the Backbone of Recommendations
  • Specific Reports Utilized
  • Impact of Projections on Estate Plan Recommendations
Basic Estate Planning Techniques
  • Estate Tax Mitigation
  • Income Tax Mitigation
  • Techniques That Apply Regardless of Net Worth
Specific Issues
  • Using Integrated Retirement and Estate Planning to Uncover Unique Issues
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • AL CLE 1.5
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • GA CLE 1.5
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MS CLE 1.5
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.5 credit hours.
     
  • MT CLE 1.5
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
     
  • NH MCLE 1.5
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 90 Minutes.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NV CLE 1.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • TN CLE 1.5
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.5 hours of credit.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of Law & Legal Procedure credit.
     
  • WI CLE 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for attorneys, financial and estate planners, accountants, CPAs, business owners and managers, presidents, vice presidents, insurance professionals, bankers and trust officers.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Steven Beck, J.D., CFP®

Steven Beck, J.D., CFP®

ARGI

  • Estate planning specialist at Argi Financial Group
  • Leads Estate Planning Group at Argi and member of Family Office Team
  • Practice emphasizes all aspects of federal gift and estate tax, state estate and inheritance tax, income tax, asset protection and business planning
  • Conducted numerous seminars on basic estate planning techniques, estate and income tax minimization strategies and asset protection
  • J.D. degree, University of Kentucky, CFP®
  • Can be contacted at stevenbeck@argi.net or 502-753-0609
Matt Watkins, J.D., LL.M.

Matt Watkins, J.D., LL.M.

ARGI

  • Financial advisor and general counsel for Argi Financial Group
  • Leads the Argi Financial Group Family Office and serves as financial advisor for high net worth clients and business owners
  • Regular public speaker on legal, tax and financial matters
  • Seven years’ experience in financial services industry
  • Prior to entering the financial services industry, practiced law for nine years in the areas of tax, mergers and acquisitions and estate planning
  • J.D. degree, University of Louisville; LL.M. in taxation, DePaul College of Law
  • Can be contacted at mattwatkins@argi.net or 502-753-0609
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 405417
Published 2019
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