This webinar will focus on some of the changes that advisors need to be aware of with respect to the new tax laws for 2018. This session will cover not only the recent changes but also key tax impacts that can erode any clients’ retirement income. Perhaps most importantly, we will look at alternatives that advisors should be aware of to help Americans making retirement decisions avoid tax and income pitfalls.
Attendees will learn:
- The major tax changes that affect retirement income planning.
- How taxes can erode a retirement income stream if you are not aware of pitfalls.
- Remaining hidden taxes that can affect government benefits available to your clients.
- Solutions to common planning mistakes to reduce the tax drag on retirement income.
Mike McGlothlin, CLU, ChFC, CFP, LUTCF is a tireless advocate for the retirement planning industry. As executive vice president of retirement products at Ash Brokerage, he heads a team providing income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes. As an industry thought leader, Mike is a sought-after author and speaker. He has written articles for several industry publications, and he also publishes a blog and video series, “Winning Strategies,” which provides weekly business insight and motivation. A collection of his blog posts was published in his book, “Above the Clouds … Winning Strategies from 30,000 Feet.” With more than 25 years of experience, Mike started his financial services career as a producer and qualified for the Million Dollar Round Table. Prior to joining marketing organizations as a distribution executive, he headed the national annuity distribution for a regional insurance marketing organization and a national brokerage general agency. Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics and public policy, and business analysis. He remains active with many professional associations, and is a former member of the National Board of Directors for the Society of Financial Service Professionals. In addition to his Indiana life and health insurance license, he has active Series 6, 26 and 63 registrations.
1 CFP® credit, 1 CPE (accounting) credit, and 1 PACE/PRCE credit have been applied for. Credits are pending approval.
Registration Fee (includes PowerPoint and access to the archived program)
||FSP Premier Members
* FSP Members still need to register as usual.
- Register online by selecting the "Register" button above.
- Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
- Refund Policy
Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
How Webinars Work
All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone.
Test your connectivity to GotoWebinar.
You can also join a webinar from your iPhone, iPad or Android device. To get the GoToWebinar app:
Make the most of your webinar experience—check out these tips.
This program will be archived and accessible online about a week after the live event and will include both the audio portion and PowerPoint slides.
PLEASE NOTE: If you are unable to attend the live webinar, the recording is available for unlimited viewing by FSP members.