The number of practitioner's clients who are affected by the federal estate tax may have dinimished greatly last year, but the number who have qualified retirement assets is unchanged!
This presentation will look at the unique characteristics of qualified retirement and IRA assets, and the special income tax and estate planning issues that apply when working with them.
Learn which fact scenarios raise red flags, and when additional planning steps might be necessary to help your clients achieve their objectives.
This breakfast meeting qualifies for TWO continuing education credits for NJ DOBI, PACE, CFP(tm) and CPE for CPA's.
Ms. Caudill is the current President of SFSP, Society of Financial Service Professionals. She is a Senior Advanced Planning Attorney with the Financial Planning and Product Delivery Division of Northwestern Mutual, which supports the nation-wide field force of Northwestern by writing publications, presenting seminars and assisting financial representative with estate and business planning aspects of their cases.
Caudill is a frequent writer and speaker on retirement and distribution planning topics and contributor to the Journal of Financial Service Professionals, Retirement Income Redesigned and ERISA, A Comprehensive Guide, as well as the co-author of The Mutual Fund Handbook.
This is a rare opportunity to join with our Chapter's University Partner to learn from this amazing speaker. Check-in will begin at 8:30 a.m. with food options available prior to the start of the program.
For more than 70 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security.
With our strong commitment to provide financial advice that is in the clients' best interest, the Society's 30,000 members nationwide are uniquely qualified to assist the public in reaching their financial goals both today and tomorrow .
Society members can provide the public with expert advice in both wealth accumulation and wealth preservation.
Society members have earned , or are working towards, a recognized professional credential in the financial services industry and agree to be bound to a code of conduct that places the interests of their clients above personal interests.
If you are looking for a professional advisor who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.
For more information or questions about membership in our premier organization, please go to our website: www.sfspnnj.org
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