Post-Exit Planning Video 2-Managing Post Retirement Risks

Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including longevity, inflation, interest rate, and stock market risks.

This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on October 25, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.

Categories: 
Related Posts
  • Juneteenth – A celebration of the end of slavery Read More
  • Ways and Means Proposal Affects QSBS Exclusion if Passed Read More
  • September 13, 2021: House Ways & Means Committee Lists Tax Proposals Read More
/