Please Join Us!
2025 Estate Planning Teleconference Series
November 18, 2025 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
6th 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: Asset Protection Planning - What Can Succeed and What's Doomed to Failure
Asset protection planning is important to an increasingly broad range of clients - both for themselves and for their children. Creditors seem to be more aggressive these days, and more clients are becoming conscious of their potential to wake up one day in a vulnerable financial situation. Estate planners should offer their clients the opportunity to discuss, early in the estate planning process, the advantages of and available techniques by which to secure at least some measure of asset protection. This webinar will address the following:
- Avoiding fraudulent or voidable transfers
- Tenancy by the entirety form of ownership and joint spousal trusts
- Extent of protection inherent in qualified retirement plans, IRAs and life insurance
- Domestic asset protection trusts
- Third party-settled trusts
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