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Boomer Generation: Practical Retirement Strategies
Boomer Generation: Practical Retirement Strategies

 

DVDs and Course Book

Huge numbers of Baby Boomers are quickly approaching retirement age. In this September 25, 2013 2.1-hour (125 minute) program, Steven G. Siegel, president of The Siegel Group and a nationally-recognized tax and estate planning author and speaker, gives a practical explanation of the numerous important planning strategies for this enormous, influential group. This is a tremendous opportunity for lawyers. Mr. Siegel offers advice on planning assets, Social Security, Medicare, retirement plan rollovers and/or payments, and much more.

Major topics include:

ü The Baby Boom Generation: A Huge Problem And Opportunity For Advisers

ü Retirement Planning Issues

ü Essential Estate Planning Considerations

ü Baby Boomer Social Security Options And Elections

ü Insurance Concerns For Baby Boomers

ü The Personal Residence As A Support Asset

ü Business Succession Planning

TABLE OF CONTENTS AND SAMPLE PAGES: Our sister site, www.NLFforms.com, offers this course book for purchase (without audio or CLE credit). There, you can see the complete Table of Contents and some Sample Pages. Click here to see these: Boomer Generation: Practical Retirement Strategies (51-Page Book). Use your back button to return here to earn CLE credit.

FORMS FOR LAWYERS: Would you like excellent forms dealing with this topic? Please go to our “Useful Forms For Lawyers” web site, www.NLFforms.com, where you will find over 100 reasonably-priced, fully-editable forms for immediate download on many legal topics.

BOOKS FOR LAWYERS: Over 40 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

 
Price: $109.00