Description: Clients expect financial professionals to proactively help them organize their financial affairs and deliver experiential alpha. This session provides strategies for tax planning, charitable giving, retirement, and portfolio management, including how to: • Identify a checklist of planning strategies for year-end discussions • Add value to client relationships by providing an organized and timely service.
Date: December 3, 2024
Location: Zoom
Time: 1:00 – 2:00 PM EST
Link to register
