Case Studies in Childfree Life, Financial, Estate and Tax Planning
Guest Expert: Jay Zigmont, PhD, MBA, CFP®,
Date:
Webinar Replay Description
What does life, financial, estate, and tax planning look like when you never have kids? Does that much really change? In this webinar, Jay Zigmont, Childfree Wealth Specialist® dove into real cases and plans to pull apart how you plan for FILE, dying with zero, finances as a soloist, and more.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Interesting take on how to approach conversations and planning that doesn't always lead to the idea of the most taxes saved.
- Kristy F.
The company that he is setting up is a great idea!
- Joanne B.
The goal: Zero assets at death.
- Mark Z.
Interesting take on how to approach conversations and planning that doesn't always lead to the idea of the most taxes saved.
- Kristy F.
The company that he is setting up is a great idea!
- Joanne B.
The goal: Zero assets at death.
- Mark Z.
Case Studies in Childfree Life, Financial, Estate and Tax Planning 05-16-2025
Attendees Comments:
Interesting take on how to approach conversations and planning that doesn't always lead to the idea of the most taxes saved.
- Kristy F.
The company that he is setting up is a great idea!
- Joanne B.
The goal: Zero assets at death.
- Mark Z.