Helping Clients to Understand Savvy Tax, Investments and Social Security Planning in Retirement
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 Export to Your Calendar 8/26/2019
When: 12:00 - 1:00 PM
Where: Map this event »
In-person (ISBA Building) or Live Webinar
625 E. Court Ave.
Des Moines, Iowa  50309
United States
Contact: Christy Cronin
515-697-7874


Online registration is available until: 8/26/2019
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SPEAKER
James Weiss, Weiss Financial Group, LLC
(view bio)

This one-hour live CLE presentation will cover the following areas:

Tax Planning
How you can help your clients that have large IRA or 401k assets and need help understanding strategies to minimize Required Minimum Distributions and tax consequences in addition to understanding how their children who will inherit Qualified Accounts can take advantage of stretch IRA provisions.

Social Security Planning
How you can best help your clients between the ages of 62-70 and that don't know the best time to elect Social Security.

Investment Planning
How you can help your clients to understand mutual funds average rates of returns.

CLE CREDIT (approved)
1 state hour

REGISTRATION FEES
ISBA Members - $20
ISBA YLD Members (Years 1-5) - Free
Non-ISBA Members - $20
Law Students - Free

ATTENDANCE PREFERENCE
Please select attendance preference (in-person or live webinar) when registering for this event. In-person attendance will take place at the ISBA Building (625 E. Court Ave., Des Moines, IA 50309).

MATERIALS
If attending via the live webinar, any materials related to this event, as well as joining instructions, will be sent via e-mail prior to the event. Please include an e-mail address when registering for this event. ISBA members, please make sure we have your most up-to-date e-mail address.