1. Bob Smith and Mary Smith Presented by: John Q. Smith, CLUFor Evaluation Purposes Only10735 David Taylor DriveSuite 350 Charlotte, North Carolina 28262Phone: 1.800.438.6017Mobile…

1.Bob Smith and Mary SmithPresented by:Mr. John Q. Smith, Jr., CLUFor Evaluation Purposes Only10735 David Taylor DriveSuite 350 Charlotte, North Carolina 28262 Email: [email protected]…

1. Dolf Dunn Wealth Management, LLC Dolf Dunn, CPA/PFS,CFP®,CPWA®,CDFA Private Wealth Manager 11330 Vanstory Drive Suite 101 Huntersville, NC 28078 704-897-0482 [email protected]…

Five Hot Topics in 2011 Social Security: saving the system How to strengthen Social Security has been a political hot potato for many years, but calls for reform are growing…

Slide 1 © 2011, College for Financial Planning, all rights reserved. Module 5 Estate Planning Issues Related to Generation-Skipping Transfer Tax & Income Tax CERTIFIED…

Learning Objectives 5â1 Identify the purpose and basic features of the federal generation-skipping transfer tax (GSTT).  5â2 Analyze a situation to identify types and…

IRA Distribution Planning Estate Planning And Sales Strategies Eva Victor, J.D., LL.M. The Penn Mutual Life Insurance Company Profile Client and Market Opportunity The Profile…

Learning Objectives 5â1 Identify the purpose and basic features of the federal generation-skipping transfer tax (GSTT).  5â2 Analyze a situation to identify types and…