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EST2016 - EST2016. Wealth Transfer Planning with Low Interest Rates

Jul 21, 2020 2:30pm ‐ Jul 21, 2020 3:20pm

Standard: $49.00


The historically low AFRs and 7520 rate create exciting opportunities to transfer wealth at a very low cost. This session will explore several planning strategies that work well in a low interest rate environment.


  • Lisa Featherngill, CPA/PFS, CFP (R), National Director of Wealth Planning, Comerica Bank

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