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2009 Annual National Conference


Changes to Estates, Gifts, and Trusts

Session #: 939-06
Presenter(s): Ray Ferrara
Session Length: 1 hr. 40 min.
Event: 2009 National Conference
Date: July 20-23, 2009

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With the dramatic election results of last year, America asked for change and that is certainly what we are getting. What will the new laws do to your clients' retirement, investment, and estate planning? What opportunities exist to add value as we discuss IRA conversion to Roths, tax-free bonds, investments needed in a higher tax rate environment, why retirement strategies of the past may no longer work, review of estate planning strategies (old and new), and much more.



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