Retirement And Estate Planning Video Webinar
Please join us for an hour long webinar which will assist you with better understanding your options when planning for retirement. Estate Planning expert J. Thomas MacFarlane, an attorney with Clark Hill PLC and Financial Advisor Lyle M. Wolberg, a partner with Telemus Capital, will examine different options for mapping out your estate plan and financial future.
This valuable webinar will cover a number of relevant, timely topics which will assist you as you consider the best options for your future and for your family.
The webinar has ended. Please visit later for the link to watch the video on-demand.
Date: November 17, 2011
Time: 12 noon
Speakers:
J. Thomas MacFarlane, Clark Hill PLC
Lyle M. Wolberg, Telemus Capital Partners
Topics include:
- Long term insurance versus self-insuring
- An overview of Federal Estate and Gift Tax Law
- Understanding retirement plan beneficiaries
- When to gift highly appreciating assets
- Special Needs planning for parents and children
- Long term care – medical decision making, Medicaid eligibility and management of assets
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Speaker Bios:
J. Thomas MacFarlane
Leader, Personal Legal Services Group
Clark Hill PLC
J. Thomas MacFarlane works extensively with individuals on estate planning, tax planning and probate matters and with businesses on succession planning and corporate restructuring. Thomas counsels clients on the various wealth preservation strategies which are available to high net worth individuals. He is also frequently asked to represent beneficiaries or fiduciaries in complex estate contests and trust disputes.
Thomas has represented clients in all aspects of corporate law and has counseled individuals, partnerships, limited liability companies and corporations on a variety of tax and business planning issues. He has represented clients in tax audits and tax disputes before the courts and before state and federal administrative agencies.
Lyle M. Wolberg, CFP
Partner Senior Advisor
Telemus Capital Partners
In addition to managing client relationships, Lyle oversees the management, analysis, design and implementation of a variety of wealth advisory services. He is a founding partner of Telemus Capital and a former Financial Advisor at Merrill Lynch and Senior Vice President–Investments at UBS Financial Services.
A graduate of the University of Michigan School of Business, Lyle was named as one of 2007's "40 under 40" - Crain's Detroit Business annual listing of emerging leaders in Southeast Michigan. The prestigious honor gives recognition to 40 individuals based on their business achievement and community impact before the age of 40.
Lyle is a Certified Financial Planner and member of the Financial Planning Association. He currently sits on the Board of Directors of the Berkley Education Foundation, and is a trustee for the Children's Hospital of Michigan.
Get More > WWJ Financial Fitness Video Webinar Series
Bookmark this page and come back at noon on Nov. 17th to watch the webinar.
