Be a part of us on February twenty sixth for the Property & Tax Planning Summit—a premier digital summit designed to empower advisors and leaders with actionable insights and cutting-edge methods. This dynamic 90-minute eventwill showcase the right way to leverage know-how and navigate the landscapes of the Property Planning & Tax landscapes. Do not miss this chance to get forward of the curve in 2025 and past.
SESSION 1
2:00-2:30 PM ET – Leveraging Expertise in Property Planning
This webinar will discover how modern platforms can streamline complicated property planning processes, improve collaboration, and enhance shopper satisfaction. Uncover the right way to leverage digital instruments for extra environment friendly doc administration, real-time updates, and customized shopper experiences—in the end serving to you ship higher worth whereas simplifying the property planning journey in your purchasers.
Sponsored by
Davis Janowski – Moderator
Expertise Editor
WealthManagement.com
Ian Finnerty, CFP
Director
FP Alpha
SESSION 2
2:30-3:00 PM ET – Navigating Belief Planning in a Shifting Tax & Legislative Panorama
Keep forward of shifting tax legal guidelines with superior belief planning methods. Learn to construction trusts that protect wealth and stay compliant in an evolving regulatory panorama.
Sponsored by
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
David Haughton, JD, CPWA
Senior Company Counsel
Wealth.com
SESSION 3
3:00-3:30 PM ET – Charitable Giving Methods Publish-Inauguration
Because the political panorama shifts, so do alternatives for strategic charitable giving. This session is designed for monetary advisors seeking to assist purchasers maximize tax advantages whereas aligning their philanthropic objectives with private values. Discover the most recent tax implications, efficient giving methods, and the right way to incorporate charitable planning into holistic wealth administration—empowering you to information purchasers in making impactful contributions whereas optimizing their monetary outcomes.
Sponsored by
Anna Sulkin – Moderator
Affiliate Authorized Editor
Trusts & Estates
Michael D. Whitty
Associate
Smith, Gambrell & Russell, LLP
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit (1.5 hours) have been utilized for and are pending approval.
