CE: 2 Credit Hours with Pacific Life on IRA Beneficiary Planning 201 & 301
September 28, 2016 @ 9:00 am - 3:00 pm
Free
Join Specific Solutions and Pacific Life on 9/28
Choose from 2 Sessions: 9am – 11am (with 8:30am sign in) OR 1pm – 3pm (with 12:30 pm sign in)
IRA Beneficiary Planning 201(1 hour)
For some clients, IRAs are a significant asset. Today’s discussion focuses on how IRAs transfer to spousal and non-spousal beneficiaries. Learn how taxes can affect different distributions, and why beneficiary planning can be helpful to clients.
IRA Beneficiary Planning 301 (1 hour)
Direct transfer of IRA assets to an individual is not always a viable option. Transfer of IRA assets via trust is more complex than a direct transfer to an individual. Explore the pros and cons of different beneficiary designations. Learn how transfers to a trust and/or individuals may help some clients.
Reserve your seat by 9/23 to Lara MacFarlane @ lmacfarlane@specificsolutions.com
Join Specific Solutions and Pacific Life on 9/28
Choose from 2 Sessions: 9am – 11am (with 8:30am sign in) OR 1pm – 3pm (with 12:30 pm sign in)
IRA Beneficiary Planning 201(1 hour)
For some clients, IRAs are a significant asset. Today’s discussion focuses on how IRAs transfer to spousal and non-spousal beneficiaries. Learn how taxes can affect different distributions, and why beneficiary planning can be helpful to clients.
IRA Beneficiary Planning 301 (1 hour)
Direct transfer of IRA assets to an individual is not always a viable option. Transfer of IRA assets via trust is more complex than a direct transfer to an individual. Explore the pros and cons of different beneficiary designations. Learn how transfers to a trust and/or individuals may help some clients.
Reserve your seat by 9/23 to Lara MacFarlane @ lmacfarlane@specificsolutions.com
Details
Venue
Williamsville, NY 14221 United States + Google Map