Projections are the backbone of recommendations.
The first meeting with a client to present the retirement and estate plan and initial recommendations is crucial. The goal is to provide an initial, high-level analysis, and to confirm the accuracy of the information or assumptions to use as a baseline for all future recommendations. This meeting provides the advisor with the opportunity to gather additional data for retirement and estate planning and position the follow-up discussion. This video reviews which reports and projections are necessary to review and how they are utilized.
Agenda
Faculty
Matt Watkins, J.D., LL.M.
ARGI
- Financial advisor and general counsel for Argi Financial Group
- Leads the Argi Financial Group Family Office and serves as financial advisor for high net worth clients and business owners
- Regular public speaker on legal, tax and financial matters
- Seven years’ experience in financial services industry
- Prior to entering the financial services industry, practiced law for nine years in the areas of tax, mergers and acquisitions and estate planning
- J.D. degree, University of Louisville; LL.M. in taxation, DePaul College of Law
- Can be contacted at [email protected] or 502-753-0609
Steven Beck, J.D., CFP®
ARGI
- Estate planning specialist at Argi Financial Group
- Leads Estate Planning Group at Argi and member of Family Office Team
- Practice emphasizes all aspects of federal gift and estate tax, state estate and inheritance tax, income tax, asset protection and business planning
- Conducted numerous seminars on basic estate planning techniques, estate and income tax minimization strategies and asset protection
- J.D. degree, University of Kentucky, CFP®
- Can be contacted at [email protected] or 502-753-0609
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