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Procrastinator’s Series presented by AIA Virginia: Tisk, Tisk, You Forgot to De-Risk
December 7, 2023 @ 12:00 pm - 1:00 pmFree
Join AIAVA for our Procrastinator series – a series of Lunch and Learn sessions for those of us who couldn’t get around to it before now. These sessions are for you if you happen to be running behind on your learning units for the year or waiting till the last minute, because we get it.
We hope you’ll join us below:
December 7: Tisk, Tisk, You Forgot to Des-Risk with Marian Crawford from Wealth Innovations and Van Smith from Smith Strong LLP (1 AIA LU credit)
1: Defining the critical and unique retirement, tax and estate plan risk threats and factors specifically facing Architects and Architectural Firm Owners. Participants will be able to evaluate their current plan compared to their goals and wishes for the plan by understanding the benefits of wills, living trusts, asset protection trusts, buy sell agreement, business succession planning, and assigning business interests to estate administration agents or executors to save time, taxes, and costs.
2: Presenting the evidence, strategies and tools to help Architects and Architectural Firm Owners create a written retirement asset, income, estate and tax planning strategy.
3: Present the model and steps to help Architects/Architectural Firm Owners analyze and validate their retirement plan asset’s market risk exposure in verifying that it matches their true risk tolerance profile. Participants will understand what their estate planning currently achieves and what benefits will result from adding additional tools and solutions, including: how to avoid probate, how to ensure the plan will work no matter where they move, how to protect their assets and business once in the hands of their children, how to protect assets from long term care interests, how to properly incorporate business interests into estate planning to avoid delays, unnecessary fees and taxes.
4: Demonstrating to Architects/Architectural Firm Owners the negative impact that taxes and long-term care expenses can have on their overall future, retirement assets and income and how to perform a tax reduction analysis and how to use the current tax code to their advantage in eliminating and reducing unnecessary
April 5 @ 2:00 pm - April 6 @ 3:00 pm