- April 3, 2025
- 4PM EST
- Live Webinar
Boomer Tax Strategy:
The L-GAP Wealth Transfer & Retirement Income Advantage
Unlock a Proven Plan to Retain Clients, Maximize Assets, and Solve the Biggest Overlooked Tax Trap in Retirement Planning
Reserve Your Spot Now – Space is Limited!
Are You Helping Your Clients Plan for the Biggest Tax Trap in Retirement?
Most tax advisors and financial planners miss one critical wealth transfer moment—when a surviving spouse takes over the financial reins.
Here’s the problem:
On average, a surviving spouse lives alone 12-1/2 years
The first major wealth transfer happens to the surviving spouse, often resulting in higher taxes, reduced income, and lost assets.
80 percent of surviving spouses switch advisors
If you’re not proactively addressing the L-GAP (Longevity Gap) Tax Trap, you could be losing control of millions of assets
In this 45-minute webinar, we’ll show you how to:
- Identify the L-GAP Tax Trap before your clients are affected
- Use a structured tax and income plan to retain and grow assets
- Increase client retention by securing the surviving spouse’s trust
- Maximize your firm’s revenue with a proactive boomer tax strategy
- Leverage IncomeConductor to create certainty and security for clients
Who Should Attend?
This webinar is designed for:
Tax Advisors and CPAs helping clients navigate retirement tax implications
Financial Planners looking to differentiate and capture untapped assets
Wealth Managers aiming to increase client retention and wallet share
Estate and Retirement Planners preparing clients for end-of-life transitions
This strategy is a game-changer if you work with baby boomers, high-net-worth retirees, or wealth transfer clients.
Meet Your Host
Phil Lubinski, CFP®
Phil Lubinski, CFP® has spent over 35 years as a financial advisor, serving almost exclusively retirement income planning clients. He was first to develop a ‘bucketing’ approach to income planning in the 1980’s and has trained thousands of advisors from around the country on his strategy. Phil has co-developed several fintech systems designed to help advisors create income plans for their clients. Phil co-developed three technologies that use his strategy with Financial Profiles, Wealth2k and, most recently, IncomeConductor, the best-in-class time-segmented income software. Phil serves as the firm’s Retirement Income Specialist, contributing his expertise in the areas of advisor training, case design consultation and software enhancements.
Phil has been a featured speaker at industry conferences and is a prolific writer and contributor to industry media and journals on the topics of retirement income and client success, including Forbes, The Wall Street Journal, Kiplenger, InvestmentNews, WealthManagement.com, The Journal of Financial Planning, ThinkAdvisor, ReThinking65, and The Street. He has also appeared as a featured guest on PBS’ Nightly Business Report and numerous industry podcasts.
Secure Your Spot Now – Limited Seats Available
This exclusive webinar is your chance to get ahead of the biggest overlooked tax challenge in retirement planning and implement a strategy that protects your clients and increases your bottom line.