Financial Planner Seminar 2022

Join BrownWinick's Estate Planning Practice Group for the 2022 Financial Planner Seminar.  

This educational seminar, led by BrownWinick's Estate Planning Practice Group, will focus on providing both new and experienced financial advisors with estate planning-related considerations and opportunities for their clients. The Estate Planning Practice Group will discuss beneficiary designations, identification and transition of fiduciaries, and common irrevocable trust techniques in today's tax environment.

After the seminar, join BrownWinick and other attendees for a reception and enjoy food and drinks.

AGENDA:

12:30 - 1 PM: Registration

1 - 4 PM: Sessions

• Tax Planning for Clients with Means: Planning in Uncertainty
• Charitable Planning
• Beneficiary Designations for Retirement Accounts: Setting Your Beneficiaries Up for a Secure Future
• Trust Funding Tactics
• Fiduciary Litigation for the Financial Professional
• Next Generation Planning
• Trust Directors, Trust Protectors and Excluded Fiduciaries: Who Are All These People?
• Timing/Deadline Considerations
• Financial Power of Attorney Considerations
• Q & A Panel

4 - 5 PM: Reception