Virtual Presentation: "Estate Planning Techniques in a Time of Low Interest Rates: How To Help Clients Take Advantage of this PERFECT STORM"
Date: Thursday, June 25, 2020
Time: 12:00pm - 1:00pm
Location: via Zoom
Speaker: Robert Keebler, CPA/PFS, MST, AEP (Distinguished) & Steve Oshins, AEP (Distinguished)
Presentation Overview: The interest rates for many estate planning techniques just hit an all-time low for transactions that will be executed in the summer of 2020. With many values down and an all-time low in interest rates, now is the time to take advantage of this PERFECT STORM and set up as many trusts and transactions as possible. This time-sensitive webinar will provide advisors with the knowledge to be able to go to their clients who fit the profile for these estate planning strategies and who can benefit from them.
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