Accessories


Title: Is Your Retirement Plan Really Safe? Creditor Protection of Retirement Plan Assets. Overview: An analysis of the treatment of retirement plan and IRA assets in bankruptcy and in non-bankruptcy creditor claims.

 

Presenter: Richard A. Naegele, Esq.

 Fellow, American College of Employee Benefits Counsel
Attorney at Law

 

Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions

 

Included with your purchase: ( Immediate Download)

  • PDF of PowerPoint Deck
  • PDF of article co-authored by Richard A. Naegele, Esq. , titled "“Creditor Protection of Retirement Plan Assets”, The Practical Tax Lawyer (Spring 2017), Co-Authored with Mark P. Altieri, J.D., L.L.M., CPA, PFS
  • MP4 file of the presentation/recording
  • MP3 file of the presentation/recording

 

$29.00 *

Accessories

Title: Beneficiary Options for IRAs and Employer Sponsored Retirement Plans:-Designations, Distributions and Avoiding Traps

An explanation of the rules and regulations that govern beneficiary designations, costly mistakes that are often made, and how to help clients avoid making such mistakes. 

MP3 and MP4 download.

$29.00 *

Title:Leveraging the Social Security claiming decision to uncover opportunities to bring value to your clients and prospects

 

Social Security is a very real part of the retirement income for the majority of Americans.  As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement.  Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients. 

Presenter: Heather L. Schreiber, RICP®

MP3 and MP4 download.

$29.00 *