Managing Assets Earmarked for Retirement
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A Video Teleconference (VTC) produced by the Society of FSP. VTCs are educational programs streamed over the Internet and hosted by local Chapters.
National Broadcast Dates:
August 16, 2011 1:30 p.m. – 3:40 p.m. ET
This VTC is the Opening General Session of FSP's Clinic for Advanced Professionals, held on August 16–17, 2011 in Philadelphia, PA.
*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. The list of Chapters that have purchased this VTC is below. Contact them directly to get the details. If your Chapter is not listed, contact your Chapter about its plans to present this program.
This two-hour live video teleconference will be an exploration of the unique management opportunities of hundreds of billions of tax-qualified dollars presently earmarked for retirement. Panelists will discuss the dynamic combination of qualified plan assets and life insurance to build an estate, leave a legacy, or create an income stream. Strategies for pre-retirement growth of funds as well as possible distribution techniques also will be covered. Discussion will focus on 401(k) plans, Roth 401(k)s, IRAs, and other tax-qualified plans as well as conversion possibilities between instruments to achieve maximum return and tax benefits.
Attendees will learn:
Who should attend?
Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors
Panel of Experts
If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org