Recorded Webinar
Continuing Education

Strategies to Help Mitigate the Impact of Taxes on Clients and Heirs

ABOUT THIS WEBINAR

Join Wealthbox + Envestnet MoneyGuide for a previously recorded webinar. We discuss strategies for tax planning in retirement including Roth Conversions, Qualified Charitable Distributions, and strategic qualified distribution decisions around goal funding.

This webinar covers

  1. 1 Reviewing the concepts of strategies and discussing potential advantages and disadvantages before implementation.
  2. 2 How using a client’s financial plan can help identify where these strategies may be helpful for both clients and their heirs.
  3. 3 Modeling scenarios with implemented strategies to demonstrate their impact on the client’s financial plan results.

SPEAKERS

Glen Cross

Glen Cross

Training Specialist

Envestnet | MoneyGuide

Jenna Ghibaudy

Jenna Ghibaudy

Product Specialist

Wealthbox

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