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 occasion will showcase methods 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 Know-how in Property Planning
This webinar will discover how revolutionary platforms can streamline complicated property planning processes, improve collaboration, and enhance consumer satisfaction. Uncover methods to leverage digital instruments for extra environment friendly doc administration, real-time updates, and customized consumer experiences—finally serving to you ship better worth whereas simplifying the property planning journey on your shoppers.
Sponsored by
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
SESSION 3
3:00-3:30 PM ET – Charitable Giving Methods Put up-Inauguration
Because the political panorama shifts, so do alternatives for strategic charitable giving. This session is designed for monetary advisors trying to assist shoppers maximize tax advantages whereas aligning their philanthropic targets with private values. Discover the newest tax implications, efficient giving methods, and methods to incorporate charitable planning into holistic wealth administration—empowering you to information shoppers in making impactful contributions whereas optimizing their monetary outcomes.
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit (1.5 hours) have been utilized for and are pending approval.
