Please Join Us!
2025 Estate Planning Teleconference Series
February 18, 2025 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd Floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Picking Up the Pieces – Pre- and Post-Divorce Planning
A typical divorce, coupled with the period leading to the divorce, is a long, expensive and stressful ordeal. During and by the end of the process, a client will have little patience for frustrating obstacles, complicated financial arrangements and escalating professional fees. However, in many instances there will be important matters left to address before the client can get his or her life back in order. Among the salient issues are the following:
- Unique GST tax terminology
- What should be done before a divorce decree is entered, and who can (should) do it
- Design of new estate planning documents, including provisions to comply with the dissolution decree
- Repositioning and retitling of assets
- Updating beneficiary designations
- Planning for possible (or certain) remarriage
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE