Financial Planners “Give It Twice” with a T-CRUT?

Next Gen Mentoring Forum

Financial Planners  “Give It Twice” with a T-CRUT?

Chia-Li Chien, PhD, will interview Kathleen M. Rehl, PhD, CFP, CeFT, about "How Can Financial Planners Assist Clients to 'Give It Twice' with a T-CRUT?"

There are several options to help secure your family’s future while living off your retirement. Is it possible to protect future inheritance money while making a gift to charity? Rehl will discuss T-CRUT and how clients can achieve their goals and enjoy the income and estate tax savings. She also will provide tips about the advantages and disadvantages of using a T-CRUT and answer questions.

Rehl wrote the award-winning book Moving Forward on Your Own: A Financial Guidebook for Widows after the death of her late husband. More than 75,000 copies of this book are in circulation. She owned Dr. Rehl Financial Advisors for almost 18 years before retiring to a six-year encore career empowering widows and their advisors through her speaking, writing and doing research about widows. Her work has been featured in articles published by the New York Times, Wall Street Journal, Kiplinger’s, CNBC, USA Today and many others. 

Register now, and you will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!!


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Register by Jan. 11

Sponsored By
School of Management Financial Planning Program

Contact

Omairah Azizi
omairahazizi@callutheran.edu
805-493-3678
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