Estate and Retirement Planning: Variable Annuity Issues for CPAs, Attorneys and Financial Professionals
Date: Tuesday, January 19, 2016
Time: 4:15pm - 6:00pm
Location: Wolferts Roost Country Club, 120 Van Rensselaer Blvd, Albany, NY 12204
Speaker: John Huggard, Esq.
Expected Continuing Education credit: 2 hours for CFPs, CPAs, and bankers. The program is currently under consideration for CLE credit.
DESCRIPTION:
This lecture is designed to help attorneys, CPAs and other financial professionals understand the benefits of variable annuities. It also dispels many of the misconceptions attorneys and CPAs have concerning variable annuities. This lecture requires a minimum of 90 minutes to present.
LEARNING OBJECTIVES:
1. Learn the real tax cost of owning variable annuities.
2. Learn the real non-tax cost of owning variable annuities.
3. Understanding how the step-up in basis works regarding annuities.
Related Document(s):
