Planning with Your Client’s Life Insurance & Retirement Benefits
The panel covers several topics on how to work with your clients to plan their life insurance and retirement benefits, including:
- Planning Under SECURE 1.0 and 2.0
- Planning with 529 Plans and HSAs
- Effects of a Marriage, Divorce, a Marital Separation or a Creditor Judgment on an Individual’s Retirement/ Savings Plan Benefits
- Intersection of Life Insurance and Retirement Benefits with Medicaid Eligibility
Speaker
Bruce D. Steiner, Esq., Kleinberg Kaplan Wolff & Cohen P.C.
Dolly Donnelly, Esq., Wilmington Trust
Albert Feuer, Esq., Law Offices Of Albert Feuer
Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC
Section Member Price:
$100.00
Join (or renew) for special member pricing
Member Price:
$125.00
Join (or renew) for special member pricing
Non-Member Price:
$395.00
Published Date:
- October 28, 2024
Format:
- Online On-Demand
Product Code:
- VPK51
Areas Of Professional Practice Credit(s):
- 4.0
Total Credit(s):
- 4.0