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Planning with Your Client’s Life Insurance & Retirement Benefits

Planning with Your Client’s Life Insurance & Retirement Benefits

Planning with Your Client’s Life Insurance & Retirement Benefits_675

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
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