Advancing Knowledge in Financial Planning
Speaker Profile
| Specializes In: | Advanced Tax Planning Retirement Planning |
| Travels From: | Saint Louis, MO |
| Pricing: | $8-13k In Person $3-4k Virtual |
| Jeff’s Bio | Explore Insights from Jeff |
Session Descriptions
Below you’ll find detailed session descriptions that include presentation learning objectives, topic areas, and a timed agenda outline. These materials are designed to support CE submission where applicable. Many of our technical sessions can be extended in duration based on your event needs—please reach out to [email protected] with any questions.
| Untangling IRS Regs RMDs | .DocX | |
| Planning Strategies to Mitigate the Impact of the 10-Year Rule | .DocX | |
| Maximizing Step Up In Basis For Couples | .DocX | |
| Using Trusts As IRA Beneficiary | .DocX | |
| Estate Planning For IRAs | .DocX | |
| 10 Critical IRA Errors Advisors Must Avoid | .DocX | |
| Advanced Roth Conversion Planning Strategies | .DocX | |
| SECURE Act 2.0: Retirement Planning Opportunities and Challenges | .DocX | |
| Managing and Minimizing RMD Obligations | .DocX | |
| Seamlessly Integrating Social Security Benefits into a Client’s Retirement Plan | .DocX | |
| An Advisor’s Guide to the New 20% Pass-Through Deduction | .DocX | |
| Principles Of Tax Planning for Financial Advisors | .DocX | |
| Advanced 529 Planning: 529-to-Roth, Dynasty 529, And Other HNW Opportunities | .DocX |
