Free Estate Planning Webinar Series for Financial Professional Network Members

CPAs, Attorneys and Financial Advisors Join Today and You Can Access...

 

“Making the IRA Worth Inheriting”

Presented by Michael J. Jones, CPA
Partner, Thompson Jones, LLP
Wednesday, December 2, 2009 at 2:00 p.m. ET

Since the inception of IRAs, they have long been thought of as a retirement planning tool. But with the guidance and expertise of a professional, the IRA becomes a powerful estate planning tool. And, with the 2010 Roth conversion fast approaching, the Roth IRA gives individuals the opportunity to leave their heirs a benefit that’s more valuable than a dollar of cash according to Michael J. Jones, CPA and partner with Thompson Jones LLP. Michael describes it as “providing heirs with a lifetime of tax-free returns, which are the Holy Grail of investing.” Join Michael as he covers the myths, realities and deadlines impacting clients creating and inheriting IRAs.

Topics on the Webinar include:

• Debunking the myth that “upon my death, my IRA will be taxed to death.” The reality: Stretchout ROCKS! (and why)
• Five common beneficiary designations and their effect on stretchout
• Surviving spouse IRA rollovers even though a trust or an estate is named as IRA beneficiary
• Six deadlines that must go on your post-mortem checklist

To get more details and sign-up for this exclusive webinar, Register for the Equity Trust Financial Professional Network to .

---

 

“Estate Planning. Who Needs It? Absolutely Everyone!”

Presented by Laura H. Mattia, MBA, CFP, CRPS, CDFA
Wealth Management Principal, Baron Financial Group, LLC
Wednesday, December 9, 2009 2:00 p.m. ET

In today’s turbulent economic times, it is more important then ever to ensure that your clients’ estate plans are solid and up-to-date. Whether your client is nearing retirement age or just getting started with their career, a multi-millionaire or comfortably living in the middle class, estate planning needs to be an integral part of their financial toolbox. You don’t want to miss this review of estate planning essentials by one of the industry’s most respected experts.

Join Laura as she reveals why your clients can’t afford to put estate planning on the back burner.

During this exclusive webinar, she’ll cover:

• Why absolutely everyone needs an effective estate plan
• Comprehensive financial planning objectives and effective
  relationship building
• Important considerations for spouses and family
• Simple and advanced techniques to help clients realize their dreams through planned giving

 

Register for the Equity Trust Financial Professional Network to get more details and sign-up for these exclusive webinars. Our Financial Professional Network and Online Resource Center puts you in touch with like-minded professionals. Access education and resources to establish yourself as a self-directed IRA and retirement plan expert to build your business.

Contact:
Ann Siford
Equity Trust Professional Network
440-323-5491 x255