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Event Details

Wednesday, October 16

5:00 pm - 6:30 pm

Create a Lasting Legacy with Effective Estate and Tax Planning

  • Estate Planning Basics - an overview of estate planning documents and fundamental planning concepts;
  • Estate Tax Planning - the impact potential changes in both income and estate tax laws may have on conventional estate planning strategies;
  • Planning with Retirement - an analysis of planning strategies specifically appropriate for retirement assets;
  • Long-Term Trust Planning - considerations when leaving assets to loved ones, including whether or not a trust makes sense;
  • Gift Planning - whether giving to individuals or charities, it is important to know the rules and which assets are best to give.


TIAA Presenters: Victor Roach, Wealth Management Advisor and Jim Alverson, Director of Wealth Planning Strategies

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