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EST2016

EST2016. Wealth Transfer Planning with Low Interest Rates

Date
July 21, 2020
$4900
Standard Price
This product is also available as part of the following products:
Thumbnail for Advanced Estate Planning (as part of ENGAGE 2020)
This includes sessions from the conference: Advanced Estate Planning (as part of ENGAGE 2020)
Thumbnail for ENGAGE 2020
This includes sessions from ENGAGE 2020:

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

Speaker Image for Lisa Featherngill
National Director of Wealth Planning, Comerica Bank

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