This session comes in a choice of three different formats:
MP3 Audio file Download - $15
Audio Compact Disc - $18
Audio w/ Synchronized PowerPoint slides Video on CD-ROM - $22
A SPECIAL ADVANCED SESSION - ESTATE & TAX PLANNING FOR PRE-RETIREES (PART 2) Part 2 of the Summit's special Advanced Planning workshop addresses the issues that arise after retirement. What impact does retirement have on the estate? What are some things that can be done to leave more for the family (surprise, its not just about taxes!).
Dave DeBoer, J.D., CLU, ChFC, CASL, Advanced Markets, Mutual of Omaha, NE
Ron Lee, J.D., CLU, ChFC, Advanced Markets, Mutual of Omaha, Omaha, NE