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EST2016
EST2016. Wealth Transfer Planning with Low Interest Rates
Date
July 21, 2020
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of 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
National Director of Wealth Planning, Comerica Bank
General
Tracks
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