Tuesday, July 24, 2018 | 12:00 PM — 1:00 PM EDT
Tax Planning Developments & Opportunities Under Tax Cuts and Jobs Act
Presented by:
Michael Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL
Partner and the Director of Wealth Management for Pinnacle Advisory Group
The end of 2017 brought one of the biggest pieces of tax reform legislation in decades: the Tax Cuts and Jobs Act (TCJA). Join Michael Kitces, publisher of Nerd's Eye View, for this topical presentation when he will explore all the changes under TCJA and how they will affect your clients.
During the webinar, Michael will discuss:
- The new individual tax brackets
- The repeal of various deductions
- Adjustments to the standard deduction and personal exemption
- The narrowing of the Alternative Minimum Tax
- The rules of the new 20% Qualified Business Deduction for pass-through businesses
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
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Tuesday, August 07, 2018 | 12:00 PM — 1:00 PM EDT
Generational Trends in Divorce and Financial Planning Under TCJA
Presented by:
Carol Lee Roberts, CDFA®, CFP®
President, Institute for Divorce Financial Analysts
Join Carol Lee Roberts CDFA®, CFP®, President of the Institute for Divorce Financial Analysts, for an examination of how trends in divorce differ among the generations of today, from Baby Boomers to Millennials and. Carol Lee will also review important changes to divorce financial planning due to the passing of the Tax Cuts and Jobs Act (TCJA).
Attendees will explore the different financial considerations of divorce planning through the lens of age and under the Tax Cuts and Jobs Act. The webinar will consider what special factors Millennials will face as they begin to divorce in greater numbers and how the "grey divorce" trend can affect financial outcomes for your clients over 50. This session will teach you how best to assist your clients who are divorcing, no matter their stage of life.
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
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Wednesday, August 15, 2018 | 4:00 PM — 5:00 PM EDT
The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning
Presented by:
Scott Stewart, Esq.
California Estate & Elder Law, LLP
Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan - and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. Families often feel overwhelmed and are relieved to find a path to working through it all.
Join Scott Stewart, Esq. for a free webinar to learn the three lies and eight mistakes most of your clients are confronted with when addressing these costs.
Please Note: One California Dept. of Insurance CE credit will be provided to eligible licensees.
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Thursday, August 16, 2018 | 12:00 PM — 1:00 PM EDT
Modeling HECM Reverse Mortgages in eMoney®
Presented by:
Timothy Jackson
National Sales Manager for the Financial Planning Channel at Reverse Mortgage Funding LLC
Are all of your clients in the Confidence Zone? If not, join Tim Jackson for an eMoney® demonstration that will feature four strategies for increasing your clients’ probability of success. During the webinar, Tim will also show an Excel workbook used to calculate future income amounts from a reverse mortgage credit line that can be added to a client plan.
Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their client’s probability of success and clients 62 or older with any of the following conditions:
- If you have clients 62+ with retirement plans at-risk
- If you have clients 62+ with NO long-term care insurance
- If you have clients 62+ making mortgage payments
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
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Thursday, August 23, 2018 | 12:00 PM — 1:00 PM EDT
How to Present the Standby Reverse Mortgage Strategy and Other HECM Ideas
Presented by:
John Salter, Ph.D., CFP®, AIFA®
Principal & Wealth Manager at Evensky & Katz / Foldes Financial Wealth Management & Associate Professor at Texas Tech University
Join John Salter, co-author of “Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions,” as he outlines how you can educate your clients and other professionals on the standby reverse mortgage strategy. This strategy, which was first published in the Journal of Financial Planning, has been widely cited as the catalyst for the rising popularity of reverse mortgages, especially the standby line of credit.
Tim Jackson, leader of Reverse Mortgage Funding’s financial advisor education team, will join John to share communications strategies for introducing other popular uses of reverse mortgages.
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
Register Now