Estate Planning discussion topics: 

* Estate planning implications due to the latest tax legislation. 
* What you should know about asset passing by operation of law and probatable assets. 
* The pros and cons of using trusts, UGMA accounts, and 529 plans. 
* How does asset titling effect the estate plan? 


Investment Planning discussion topics:

* Defensive strategies that could be used in a volatile market. 
* Understanding the yield curve and how it affects the bond and stock markets. 
* The pros and cons of passively and actively managed investments. 
* Using international investments and sectors in portfolios. 
* What you should know about the currency risk in investing. 


Retirement Income Planning discussion topics:

* Key strategies for helping to insure lifetime income. 
* Points to keep in mind when deciding from what accounts to draw income. 
* How to determine an optimal withdrawal amount. 
* Strategies for income distributions during retirement.