Virtual Seminar for Retirees and Pre-Retirees
Estate Planning. Protect Who Matters Most
Date: Thursday, November 11
Time: 6:00 PM CDT – 7:00 PM CDT
No-Cost Event!!!
Many retirees and pre-retirees believe that estate planning only applies to “the rich”. This is not true!!! Estate planning applies to everybody, whether you have $100,000 in retirement savings or an estate worth $30 million. There are certain estate planning principles that everybody should know.
Please join us for this fun and educational virtual seminar to discuss how you can protect what matters most, your family. Speaker information and information on the program’s specific topics are listed below.
Register Now!
Agenda Topics
- What is Estate Planning?
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What all is involved with Estate Planning and Why it is not just for “the rich”?
- Recent legislation and forthcoming legislation that makes estate planning essential.
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What is scheduled to happen to tax rates in 2026?
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What is the Biden tax plan?
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Will my estate be subject to taxes after 2026 or under Biden’s tax plan?
- How are certain assets taxed?
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401ks, Roths, Stocks, Bonds, Mutual Funds, etc.
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What is “Stepped up Basis”?
- Essential Elements of an Estate Plan
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Wills, Living Wills, Power of Attorneys, ILITS, etc
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A financial plan with projections of estate sizes in the future
- A Real Life Case Study
About the Speaker
Charlie Gipple, CLU, ChFC
Owner of CG Financial Group and The Retirement Academy
Charlie Gipple, CLU®, ChFC® is known throughout the financial services industry and the media as one of the foremost educators and thought leaders in the areas of financial planning, retirement planning, life insurance and long-term care. He has conducted hundreds of agent and client educational seminars over the last two decades; ranging from small 1/1 sessions to large national meetings such as the Million Dollar Round Table, Top of the Table. As a former executive of various insurance companies, he is a sought-after keynote speaker for many types of events and topics and has also appeared in many media outlets where he provides advice on all things retirement and insurance. He is currently a financial columnist with Broker World; one of the foremost publications in the industry for life insurance, annuities and long-term care.
Charlie has also created “The Retirement Academy”, which is an online training portal that educates other financial professionals on practice management as well as retirement and insurance strategies.
Charlie has earned the Chartered Life Underwriter® and Chartered Financial Consultant® designations and also holds the FINRA Series 66 (Investment Advisor representative) and Series 7 securities registrations*. He received his Bachelor of Arts Degree in Finance from the University of Northern Iowa.
Charlie was born in Atlantic, Iowa and went to high school in Corning, Iowa. He has been married to Noelle Gipple for over twenty years and has two sons; Seth (14) and Matthew (11), who love basketball.
Register Now!
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