Repositioning Wealth: Tax-Efficient Strategies for Modern Retirement Planning

In this LIVE workshop, join E4IS’s Greg Spaeth, Bill Anderson, and Nate Weathers to explore a practical, real-world framework for helping clients reposition assets more tax-efficiently in an unpredictable tax environment. See how to align assets across taxable, tax-deferred, and tax-free strategies in a way clients can easily understand. Experience the “cylinders of money” concept in action as it compares solutions like annuities, real estate, and properly structured life insurance across contribution, accumulation, and distribution phases. Walk away with clear, conversation-ready ideas to elevate your planning process and uncover new retirement and life insurance opportunities.