Pre-conference Workshops:
Tuesday, November 7, 2:30 - 5:45 PM
Situational Social Security
Presented by Marc Kiner, Premier Social Security Consulting
The seminar will focus on Situational Social Security. Every client is in a different and unique situation. Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a Restricted Application. Attendees will understand the questions and issues that relate to all clients and understand how to ask Probing Social Security questions unlocking additional Social Security benefits for clients. Understanding Social Security will help advisors to connect with baby boomers. The universal language of baby boomers is Social Security.
CE Credits: TBA
Tuesday, November 7, 2:30 – 4:00 PM
Using Large Deductible Tax Strategies to Enhance a Business Owner's Retirement Plan
Presented by David Podell, Business Benefits Consultants
This presentation will cover the benefits of using cash balance and defined benefit plans as a tax strategy for small business owners. We will cover the following:
• Why these plans are different from traditional retirement plans that are being used in the market.
• Discussion around the different plan designs and options that exist.
• The type of business or solo proprietor that fits the ideal profile to take advantage of these solutions.
• A breakdown on limits and IRS guidelines.
• How a team of professionals can be aligned to make the plan a success.
• Case studies that include combining your clients’ current plans with additional benefits.
This presentation will provide you with the knowledge needed to identify and have discussions on this sophisticated tax strategy.
CE Credits: TBA
Tuesday, November 7, 4:15 – 5:45 PM
Asset Protection and Wealth Transfer Strategies
Presented by Thomas VanNess, VanNess Law
Learn the legal strategies available to protect clients from lawsuits.From traditional strategies (such as LLCs and LPs) to modern strategies (asset protection trusts, land trusts, equity stripping, etc). We will demystify what works and what doesn’t work. We’ll also take a no non-sense approach to what strategies your clients should consider if to reduce wealth transfer taxes and increase the income tax benefits at available upon death.
CE Credits: TBA
