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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?
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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
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