Thu, Apr 28

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Brown & Streza

Private Retirement Trust Series Part 2: Planning Logistics

Join us in-person or via Zoom as we discover the logistics behind the Private Retirement Trust (“PRT”) planning.

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Private Retirement Trust Series Part 2: Planning Logistics

Time & Location

Apr 28, 10:30 AM – 12:00 PM

Brown & Streza, 40 Pacifica, Irvine, CA 92618, USA

About the Event

Click below to register for in-person or virtual webinar:

Speaker: Dustin Nichols

Discover the logistics behind the Private Retirement Trust (“PRT”) planning process and learn how you can score a legal touchdown with a PRT that is properly structured, funded and annually administered to maintain compliance with the retirement plan and applicable laws. We will:

  • discuss the key ingredients required to customize your exemption playbook design and how careful thought must be placed on the creation, implementation, use, and maintenance of the structure
  • introduce you to our skillful and proficient PRT Integrated Team
  • discuss how the team members work together towards the overall success of your PRT as well as continuously collaborate on year-to-year exemption analysis to ensure the annual funding of the PRT maximizes your exemption protection potential as your financial circumstances and lifestyle change over time

Earn 1.0 hour of CLE, CFP, or CPE credit

Schedule


  • 30 minutes

    In-Person Networking

    Brown & Streza

  • 1 hour

    In-Person | Virtual Presentation

    Brown & Streza