Financial Professionals Guide to Estate Planning

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Let’s face it, estate planning tends to be boring, time-consuming, and complex. And with the current estate tax exclusion, some financial professionals feel estate planning impacts fewer and fewer people. Truth be told, estate planning isn’t just for the wealthy – it impacts every client you have. This presentation and the accompanying materials are designed to provide you with fundamental knowledge of must-know estate planning concepts.

During this webinar, we will discuss:

• Why you should have an estate plan, regardless of age or income
• The importance of beneficiary designations to transfer retirement assets efficiently
• How to plan for incapacity and maintain control of your assets
• The purpose of wills, trusts, powers of attorney, and advance medical directives

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Disclosure:

Transamerica Resources, Inc. is an Aegon company and is affiliated with various companies which include, but are not limited to, insurance companies and broker-dealers. Transamerica Resources, Inc. does not offer insurance products or securities. The information provided is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical, or financial advice or guidance. Clients should consult their personal independent professionals for answers to their specific questions.

Speakers

Nick Arndt CFP®, ChFC®
Senior Sales Consultant Advanced Markets
Transamerica

Nick provides financial professionals guidance on holistic financial planning questions.Early in Nick’s career, his experience with advanced planning strategies turned into a passion to help others increase their financial literacy and achieve a lifetime of financial security.

Nick works to bring timely and relevant guidance on retirement, estate and wealth planning strategies, and regulatory issues that impact financial professionals and their clients. He has traveled the country to present on topics such as IRA planning strategies, estate and trust planning, Social Security, and Medicare guidance. Nick lives in Denver’s Washington Park area with his wife and three dogs. He enjoys everything the Colorado outdoors has to offer, from water activities in the lakes, reservoirs and rivers to year-round sports in the Rocky Mountain high country. He makes maintaining an active lifestyle one of his top priorities.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.