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Video

  • 10 minutes

Meeting with the Client: Financial Projections for Retirement and Estate Planning

 

Projections are the backbone of recommendations.

The first meeting with a client to present the retirement and estate plan and initial recommendations is crucial. The goal is to provide an initial, high-level analysis, and to confirm the accuracy of the information or assumptions to use as a baseline for all future recommendations. This meeting provides the advisor with the opportunity to gather additional data for retirement and estate planning and position the follow-up discussion. This video reviews which reports and projections are necessary to review and how they are utilized.

Runtime: 10 minutes
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Agenda

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Faculty

Steven Beck, J.D., CFP®

Steven Beck, J.D., CFP®

ARGI

  • Estate planning specialist at Argi Financial Group
  • Leads Estate Planning Group at Argi and member of Family Office Team
  • Practice emphasizes all aspects of federal gift and estate tax, state estate and inheritance tax, income tax, asset protection and business planning
  • Conducted numerous seminars on basic estate planning techniques, estate and income tax minimization strategies and asset protection
  • J.D. degree, University of Kentucky, CFP®
  • Can be contacted at [email protected] or 502-753-0609
Matt Watkins, J.D., LL.M.

Matt Watkins, J.D., LL.M.

ARGI

  • Financial advisor and general counsel for Argi Financial Group
  • Leads the Argi Financial Group Family Office and serves as financial advisor for high net worth clients and business owners
  • Regular public speaker on legal, tax and financial matters
  • Seven years’ experience in financial services industry
  • Prior to entering the financial services industry, practiced law for nine years in the areas of tax, mergers and acquisitions and estate planning
  • J.D. degree, University of Louisville; LL.M. in taxation, DePaul College of Law
  • Can be contacted at [email protected] or 502-753-0609
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