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Many of you have used these tax-favored plans to meet clients' retirement and college savings goals. But you should also take advantage of their more creative applications—their advantages for clients buying homes, eliminating estate tax, or reducing tax on Social Security benefits, for example.
What's included in a client's gross estate? More than one might think. Help clients avoid common errors by outlining the fundamentals—and then leave the nitty-gritty to an estate-planning professional.
They've got money, and they're motivated to share it. Find out what makes grandparents tick and why it pays to make them your clients.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025