Join us on June 5th at Country Springs Hotel & Conference Center for a half-day CE Meeting on "Keep More Eggs in Your Client's Nest: Drawdown, Gifting and the Economy." 

We'll begin the morning with breakfast and a 2-CE program presented by Robert Keebler, CPA, MST, AEP (Distinguished,) Keebler & Associates, LLP, entitled "Tax-Sensitive Withdrawal Strategies."  Although the focus of financial planning for retirement has always been on reaching wealth accumulation goals by a client’s retirement date, managing assets after retirement to maximize longevity may be equally important. Structuring a tax-efficient distribution portfolio and creating the optimal order for distributing the various retirement assets can substantially increase how long the assets will last and/or increase the sustainable withdrawal rate from the portfolio.

Specifically, he will cover the following topics: Types of retirement investment accounts; Taxation of various retirement investment accounts; Special tax issues relating to qualified retirement accounts (e.g. IRAs, 401(k) plans); Tax-sensitive asset allocation; Determining the order of withdrawal from a distribution portfolio (i.e. “tax structuring”); and Identifying which assets to place in certain investment vehicles (i.e. “asset location”.)

Following a break we'll hear from two distinguished speakers from the University of Wisconsin Foundation -- Michael Knetter, President and CEO, will discuss "Financial and Economic Outlook for the US in a Global Economy" and Scott McKinney, Managing Senior Director of Development will present "Legacy Gifts: Creative Gift Planning Strategies."

We'll apply for 4 CFP, 4 Wisconsin Insurance and 4 CLE continuind education credits.

Watch this site for more information.