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Advanced Planning Presents: Tax Considerations for Working with Clients in Retirement


This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.


This is a complimentary program sponsored by Northwestern Mutual.

Northwestern Mutual invites you to participate in a live webinar on the tax considerations for clients entering or living in retirement. As clients approach retirement, they have many risks including longevity, market volatility, inflation, taxes, health and long-term care, and leaving a legacy for their children. The webinar will look at how to manage these risks and how different income sources are taxed in retirement, such as investable assets, retirement accounts, annuities, and life insurance. Understanding your clients’ risks and type of income sources are the cornerstones of good retirement planning.

Educational Objectives:
• Understand the risks for clients in retirement
• Understand the risks for clients in retirement
• Understand the flexible techniques advisors are using to manage clients’ income tax consequences
• Learn about the taxation of investments, qualified plans & IRAs, life insurance, and nonqualified annuities

Who would benefit most from attending this program?
This program is designed for attorneys, accountants, and CFP® practitioners who want to learn more about income tax planning and how it affects their clients in retirement. Attorneys, accountants and CFP® practitioners will also receive continuing education credit for their participation. Insurance continuing education will not be offered.


Steve Silver, CPA
  • Director
  • Baker Tilly Virchow Krause, LLP

Steve joined Baker Tilly in 2016.  Prior to coming to Baker Tilly, Steve practiced at several regional accounting firms.  His focus is on integrated income tax planning and estate tax planning for high net worth individuals, trust compliance, and private foundation work.  Steve graduated from the University of Illinois and has a Masters in Taxation from Northern Illinois University.

Daniel R. Finn, JD, CLU®
  • Director – Advanced Planning
  • Northwestern Mutual

Dan joined Northwestern Mutual in 1998. While at NM, he has worked principally in Advanced Planning but also served as Director of Trust Services from 2014 to 2017. Dan has written multiple articles and spoken many times on various topics relating to retirement planning, including life insurance, nonqualified annuities, and required minimum distributions.

Moderator: Patrick J. Bodden, JD
  • Director–Advanced Planning
  • Northwestern Mutual

Patrick joined Advanced Planning at Northwestern Mutual in 2014. He leads Advanced Planning Presents and is closely involved with developing Advanced Planning’s content and field-training strategy. Prior to joining Northwestern Mutual, Patrick was in private practice at two law firms: von Briesen & Roper, s.c. and Ruder Ware L.L.S.C. While in private practice, Patrick focused on business transactions and estate planning. Before attending law school, Patrick worked at Robert W. Baird & Co. in the institutional equities trading department.

Continuing Education

1.2 CPE, 1.0 CLE, 1.0 CFP, 1.0 General COA
Practice Areas:
A basic understanding of federal income tax system. A basic understanding of retirement planning concepts.
Production Date: