Using Microsoft Excel for IRA Planning (2016)

virtual learning
Many clients come to the estate planning/elder law attorney with large retirement accounts. In this session, attendees will learn how to use Microsoft Excel to create basic financial planning illustrations that show the value of retirement assets over time so that you can better advise clients on planning techniques to maximize their assets. Often, simply showing and explaining the illustrations to the client will increase utilization of trusts for preserving their retirement accounts. And who better to prepare those trusts than their trusted legal advisor and attorney. Presented by Mark D. Munson, CELA
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