Bookmark
Guest Expert: Alan Gassman, J.D., LL.M., Gassman LawIn this webinar, Alan Gassman, a brilliant estate planning attorney, reviewed of several important estate planning concepts. Alan used the EstateView software he, and other estate plannin...
Trusted by 1000+ Financial Advisors
Unlock Unlimited Expert Webinars
Get Full Access to 100+ Sessions at $19/month
Subscribe NowDiscussions & Comments
A few comments from listeners when they were asked what the learned from the webinar:
How postponing RMD pmts can effect the entire future of retirement planning, influence of spousal involvement, that laypersons can use the retirement software you use to help with planning, and how charitable giving can reduce taxes
- Veda G.
I am very up on estate planning but really loved looking at the Spreadsheet doing all that math and calculating. Excellent talk -- not for the faint of heart or beginner which I loved. Excellent. Need to rewatch it. Keep it up. This one was super good. I couldn't look away and bagged a conflicting meeting on estate since this one was WAY above it with that cool tool.
- Robert T.
I have learned that EstateView is a great educational tool as well as being an exceptional estate planning tool.
- Mark Z.
Just knowing this software is available changes my thinking in terms of what is possible regarding the granularity of wealth/tax management.
- Mike P.
Wow!! What an impressive program. I think the educational benefits will be transformative for me.
- Janice L.
How postponing RMD pmts can effect the entire future of retirement planning, influence of spousal involvement, that laypersons can use the retirement software you use to help with planning, and how charitable giving can reduce taxes
- Veda G.
I am very up on estate planning but really loved looking at the Spreadsheet doing all that math and calculating. Excellent talk -- not for the faint of heart or beginner which I loved. Excellent. Need to rewatch it. Keep it up. This one was super good. I couldn't look away and bagged a conflicting meeting on estate since this one was WAY above it with that cool tool.
- Robert T.
I have learned that EstateView is a great educational tool as well as being an exceptional estate planning tool.
- Mark Z.
Just knowing this software is available changes my thinking in terms of what is possible regarding the granularity of wealth/tax management.
- Mike P.
Wow!! What an impressive program. I think the educational benefits will be transformative for me.
- Janice L.
How postponing RMD pmts can effect the entire future of retirement planning, influence of spousal involvement, that laypersons can use the retirement software you use to help with planning, and how charitable giving can reduce taxes
- Veda G.
I am very up on estate planning but really loved looking at the Spreadsheet doing all that math and calculating. Excellent talk -- not for the faint of heart or beginner which I loved. Excellent. Need to rewatch it. Keep it up. This one was super good. I couldn't look away and bagged a conflicting meeting on estate since this one was WAY above it with that cool tool.
- Robert T.
I have learned that EstateView is a great educational tool as well as being an exceptional estate planning tool.
- Mark Z.
Just knowing this software is available changes my thinking in terms of what is possible regarding the granularity of wealth/tax management.
- Mike P.
Wow!! What an impressive program. I think the educational benefits will be transformative for me.
- Janice L.