Epic Success Or Critical Fail: Which Is Your Financial Plan?
Summary:
These are more advanced financial topics, for those with more financial savvy. Come pick the brain and get some financial education!
Description:
Roll a d20: Pick a topic (Or we can do a roll off, if folks have something in particular they want to discuss) 1: Long Term Care – Asset-Based vs Traditional; 2: Passive Income Generators; 3: Personal Pensions; 4: Downside Protection; 5: Legacy Plays; 6: Incorporating Trusts; 7: Roth Conversions; 8: Mega-Back Door Roth; 9: 529 vs IUL; 10: Infinite Banking; 11: Buy/Sell Agreements (Business Owners); 12: Golden Handcuffs (Business Owners); 13: Cash Balance Pension Plans (Business Owners); 14: Business Owner Executive Services (Business Owners); 15: Socially Responsible Investing (SRI/ESG); 16: RILAs ;17: Gap DI; 18: 72(t)/72(q) SEPP (2022-6); 19: QCDs; 20: CRITs/CRATs. This is intended to be a open forum for discussion, with more advanced financial topics. Normally this would cost big bucks, but I've been coming to GenCon for decades, and I might as well educate folks.