Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Remain Current with the Client’s Changing Financial Situation
Review and update client’s Present Position Model with new information and identify additional strategies and action items accordingly.
Leap Masters Webinar
Wed, Apr 23
|Webinar
Looking for a smarter way to help high net worth clients with large IRAs they intend to pass on to future generations?
Time & Location
Apr 23, 2025, 11:00 AM – 12:00 PM
Webinar
About the event
Join us on April 23rd for our next Masters Webinar featuring Michelle Boyce, where she will share her unique and alternate approach to a traditional IRA Wealth Transfer for high-net-worth clients.
During this session you will learn:
· Spending down IRAs now to reduce taxes
· Positioning for the next generation to create future tax-free income
· Build generational relationships and long-term planning opportunities