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Mastering Retirement, Investment, and Trust Planning CLE -- 24/7 On-demand Recording and Complimentary Podcast

SKU: 390817 $199.00 $149.00 Rossdale Savings:: $50.00

Learn the latest on Covid-19 Vaccine Liability, Distribution, Claims, and Employer Liability with this convenient, 24/7 On-demand Seminar and Complimentary Podcast. Register to obtain CLE and MCLE credit, online access to complete course and reference materials, and attend this on-demand seminar. YOU MAY LISTEN FROM ALMOST ANY TYPE OF COMPUTER OR IPOD. ACCESS TO THE RECORDING AND MATERIALS DOES NOT EXPIRE.

Mastering Retirement, Investment, and Trust Planning CLE

90-Minute On-demand Seminar and Complimentary Podcast
Includes Online Access to complete Course/Reference Material and Complimentary Podcast.

Register for CLE and MCLE credit - specific credit hours are listed at the bottom of this page.


The current state of the economy has led to a huge demand for attorneys to counsel clients with retirement, investment, & trust planning. Mitigating tax exposure and trust planning have never been in greater demand than today. The program will cover the latest developments and strategies that impact savings, 401(k) Plans, life insurance, retirement funds, special needs, strategic investing, nursing home care, and at-home medical assistance. The Rossdale faculty for this seminar features several leading experts, who will discuss comprehensive tax & trust planning, mitigating tax exposure, tax-efficient entities, wealth transfers, maximizing income after retirement, gift taxation, elder and medical care, using the amendments to the tax rules to benefit clients, as well as retiring securing. Course materials will serve as a helpful guide on these skills and techniques, as well as a useful source for your future reference.


Mastering Retirement, Investment, and Trust Planning CLE:

a. Latest Developments in Tax & Trust Planning

b. Effective Tools to Mitigate Tax Exposure

c. The 401(k) Plan

d. Elder & Special Needs Planning

e. Nursing Home Care

f. At-home Medical Assistance

g. Disinheriting the IRS

h. Updates involving Statutes, Rules, and Proposed Laws

i. Retiring Securely

j. Tools for Small and Growing Businesses

k. Using Amendments to the Tax Rules to Benefit Clients

l. Maximizing Income after Retirement

m. Gift Taxation

n. Tax-efficient Structures

Recorded Question and Answer Session

Biography of Seminar Faculty:

1. Denise Appleby is the CEO of Appleby Retirement Consulting Inc., where she focuses on IRA tools and resources. She has nearly two decades of experience in the retirement plans field, and has co-authored several books and written over 400 articles on IRA rules and regulations. Ms. Appleby has held several senior retirement plans related positions with Pershing LLC and extensive experience with training the staff and financial advisors of many broker-dealers on retirement plans related topics. She has also provided training to hundreds of financial advisors, as well as tax and legal professionals on the rules and regulations that govern IRAs, SEP IRAs, SIMPLE IRAs and qualified plans. Ms. Appleby's wealth of knowledge in retirement plans led to her making appearances on CNBC's Business News, Fox Business Network and numerous radio shows, as wells as being quoted in the Wall Street Journal, Investor's Business Daily, CBS Marketwatch's Retirement Weekly and other financial publications, where she gave insights on retirement planning. Her expertise and knack of explaining complex retirement plans rules and regulation, so that they are easily understood, created a demand for her to speak at various conferences and seminars around the country. With her experience, interests and qualifications dedicated to retirement plans, Ms. Appleby has co-authored several books on retirement accounts: Roth IRA Answer Book (Aspen Publishers); Quick Reference to IRAs (Aspen Publishers) and Adviser's Guide to Retirement Plans for Small Businesses (AICPA). She is a graduate of the John Marshall Law School.

2. Julie Jason, JD, LLM practiced law for many years before moving into money management positions on Wall Street, later founding Jackson, Grant Investment Advisers, Inc. Ms. Jason works closely with individuals, families, and entities to best enable a secure retirement. Ms. Is a highly sought-after lecturer and author on practical insights from both broker-dealer and investment adviser perspectives. She is the author of The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients), published in 2022. Her previous books and columns have been recognized for excellence in financial literacy education (EIFLE Award and CLARION Award, among others), including The Discerning Investor, Managing Retirement Wealth, Retire Securely, The Retirement Survival Guide, The 401(k) Plan Handbook, Strategic Investing after 50, You and York 401(k).

3. Christina Lesher is a Partner at the Law Offices of Christina Lesher, where she provides comprehensive legal advice on Elder Law, Medicaid and Special Needs Planning, Veteran’s Benefits, and other legal issues confronting seniors and persons with disabilities. She serves on the board of directors for her state Chapter of the National Academy of Elder Law Attorneys, and is a member of the board of directors of her community Alzheimer’s Association Chapter. Ms. Lesher is a highly sought-after speaker and courter on special needs, elder, Social Security, Medicare, and Medicaid planning. She has spoken for Marathon Oil, KBR, the Federal Bureau of Investigations. Prior to becoming an attorney, Ms. Lesher was a caregiver for her grandfather who had dementia. She has dedicated her career to assisting older adults and persons with special needs.

CLE Credit: Rossdale CLE is a national leader in attorney education and has trained thousands of attorneys, paralegals, and other legal professionals.

Alabama State Bar MCLE Commission for 1.5 MCLE credits

Alaska Bar Association for 1.5 CLE Credits *

Arizona State Bar for 1.5 CLE credits**

California State Bar for 1.5 MCLE credits

Colorado Supreme Court Board of Continuing Legal and Judicial Education for 1.8 CLE Credits

Connecticut for 1.5 CLE Credits

District of Columbia (CLE credits are not required)***

Florida Bar for 2.0 CLE credits

Georgia Bar for 1.5 CLE credits

Hawaii for 1.5 CLE credits

Idaho State Bar for 1.5 CLE credits

Indiana Commission for Continuing Legal Education for 1.5 CLE Credits

Iowa Commission on Continuing Legal Education for 1.5 CLE Credits

Kansas Continuing Legal Education Commission for 1.5 CLE Credits

Kentucky Bar Association for 1.5 CLE Credits

Louisiana Supreme Court Commission on MCLE for 1.5 MCLE credits

Maryland (CLE credits are not required)***

Massachusetts (CLE credits are not required)**

Michigan (CLE credits are not required)***

Minnesota State Board of Continuing Legal Education for 1.5 CLE credits

Mississippi Commission on Continuing Legal Education for 1.5 CLE credits

Missouri Bar for 1.8 MCLE Credits

Montana Commission of CLE for 1.5 CLE Credits

Nevada Board of Continuing Legal Education for 1.5 CLE credits

New Hampshire for 1.5 CLE credits ****

New Jersey Board on Continuing Legal Education for 1.5 CLE credits (per Rule 201:4)

New York State Bar for 1.5 CLE credits

North Carolina State Bar Continuing Legal Education for 1.5 CLE credits

Ohio - Supreme Court of Ohio Commission on CLE for 1.5 CLE Credits

Oklahoma Bar Association for 1.5 CLE Credits

Pennsylvania Continuing Legal Education Board for 1.5 CLE Credits

Puerto Rico for 1.5 CLE credits (Tribunal Supremo de Puerto Rico)

South Dakota (CLE credits are not required)***

Tennessee Commission on CLE for 1.5 CLE Credits

Texas State Bar for 1.5 CLE credits

Utah State Board of Continuing Legal Education for 1.5 MCLE credits

Vermont Mandatory Continuing Legal Education Board for 1.5 CLE credits

Virginia State Bar for 1.5 MCLE credits

Washington for 1.5 CLE credits

West Virginia for 1.8 CLE credits

Wisconsin Board of Bar Examiners for 1.5 CLE credits

Wyoming State Bar for 1.5 CLE credits

Additional States - call customer service at (888) 626-3462

* Members of the Alaska Bar Association may report 1.5 CLE credits for participating in this course as it has been approved by other mandatory CLE jurisdictions for 1.5 CLE credits.

** The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.

*** States that do not require CLE are indicated above. Rossdale does not apply for CLE in these states as CLE credit is not required.

**** The New Hampshire does not approve or accredit CLE activities for the Continuing Legal Education requirement. Pursuant to NH Supreme Court Rule 53, this activity may be counted for up to 1.5 CLE hours.

For additional questions, please call 888-626-3462.


You will receive an on-demand download of the seminar, accompanying materials, and information to report the CLE credits as soon as you register with a credit card or when we process your check.

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