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ENGAGE 2020


EST2016 - EST2016. Wealth Transfer Planning with Low Interest Rates


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

Description

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.

Learning Objectives:
  • 1. Learn actionable ideas for wealth transfer planning in low interest rate environment
  • 2. Determine the right type of strategy for your client based on their goals and ability to transfer wealth

Speaker(s):

Category: Concurrent Session Online

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