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Search Results
Showing 1 - 10 of 44 Results

Annuities: When Are They Helpful Or Harmful? (2010)

Product Details:
Session from the 2010 Annual Meeting in Orlando. Learn how to advise clients to purchase beneficial annuities, and how to repair inappropriate annuity situations. Presented by Teresa K. Bowman and Jerry Hyman. 1 hour 15 minutes.
$0.00
$119.00
$119.00

Changes From the Secure Act

Product Details:
The SECURE Act brings major changes to retirement tax policy, particularly the rules that limit “stretch” IRAs. The "stretch" allowed an inheritor to take money out of a retirement account over their lifetime. The SECURE Act requires most, but not all individuals, to take the money out in ten years. Yet, many estate plans do not leave retirement accounts outright to inheritors, but in a trust for their benefit. NAELA’s experts not only understand how to plan with trusts under the SECURE Act, but even obtained changes in the final bill to ensure that trusts for people with disabilities could retain “the stretch.”
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Complex Planning With IRAs (2012)

Product Details:
Focuses on the complexities of IRAs and other retirement plans. Learn how to provide accurate advice on the use and proper administration of these entities in the most efficient way. Presented by Bradley J. Frigon, CELA, CAP as part of the 2012 Advanced Elder Law Review. Bradley J. Frigon, CELA, CAP
$99.00
$129.00
$129.00

Complex Planning with IRAs (2013)

Product Details:
This session will focus on the complexities of IRAs and other retirement plans. Learn how to provide accurate advice on the use and proper administration of these entities in the most efficient way. Presented by Bradley J. Frigon, CELA, CAP
$0.00
$129.00
$129.00

Complex Planning with IRAs (2014)

Product Details:
This session will focus on the complexities of IRAs and other retirement plans. Learn how to provide accurate advice on the use and proper administration of these entities in the most efficient way. Presented as part of the 2014 Advanced Elder Law Review Course by Bradley J. Frigon, CELA, CAP
$99.00
$129.00
$129.00

Complex Planning with IRAs (AELR 2017)

Product Details:
This session will focus on the complexities of IRAs and other retirement plans. Learn how to provide accurate advice on the use and proper administration of these entities in the most efficient way. Presented by: Craig Reaves, CELA, CAP
$99.00
$199.00
$199.00

Complex Planning with IRAs (AELR 2018)

Product Details:
This session will focus on the complexities of IRAs and other retirement plans. Learn how to provide accurate advice on the use and proper administration of these entities in the most efficient way.
$99.00
$199.00
$199.00

Counseling a Family in Search of Long Term Care (2010)

Product Details:
NAELA Webinar presented 12/10/2010. Presented by Eric Carlson, Howard Krooks and James Sullivan. 1 hour 15 minutes.
$0.00
$79.00
$79.00

Disability Based Social Security Benefits

Product Details:
Learn to: Describe eligibility for SSI, SSDI and Disabled Adult Child benefits to clients; Assist in completing an application and Disability Report for the client; Present arguments to an ALJ that your clients meets the definition of disability for SSI or SSDI or Disabled Adult Child benefits; And explain how to be paid through the Social Security process.
$99.00
$199.00
$199.00

Employment Advice/Housing Counseling (2014)

Product Details:
Housing Counseling including reviewing the alternatives available and their financing such as: renovation loan programs, life care contracts, home equity conversion, reverse and other mortgage options. Employment advice including pensions, retiree health benefits, unemployment benefits and other benefits. Presented as part of the 2014 Advanced Elder Law Review Course by B. Bailey Liipfert, CELA
$99.00
$129.00
$129.00

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