Retirement in combination with estate planning are the fundamental financial strategies everyone should think about and develop a well-defined road map from the “day one” in their career. This subject is often ignored by many with a myth that retirement is far away and need not worry about it until one reaches the age of fifties or sixties. There are various options available in setting up this plan based on an individual’s unique needs and situation.
In this presentation, NANBEN Kanna Meyyappan from Bakersfield will present the basic building blocks to set up a solid retirement plan and also discuss the pros & cons of various financial instrument available in the market to pick from.
Since Nanben had an exhaustive session on “Estate Planning” in 2020, we will only touch upon the key documents necessary for the estate planning in this session.
This presentation was a part of the Nanben Conference in Washington, D.C during October 2023, limited to 250 participants. Due to its importance and applicability to everyone, this session is set to benefit a wide range of audience across the country.
Details: Date: April 6th, 2024 Duration: 1.5 Hours Start Time: 11 AM EST / 8 AM PDT Webinar recording is available here. This event is restricted to members only, please login / sign up