NAIFA and the Society of FSP are presenting a webinar, "Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024," brought to you by the Advanced Practice Center.
- Date: Thursday, September 28, 2023
- Time: 12:00 - 3:00 PM Eastern
- FREE for NAIFA & FSP Members | $49 for Non-Members
An expert panel will take a deep dive into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. They will also offer strategic insights, to enable advisors to capitalize on evolving planning opportunities and prepare their clients for the imminent shifts in the tax landscape.
They will also share techniques to foster dialogues with clients reluctant to discuss estate planning.
Presenters for this webinar are:
- Frank C. Blossman, CLU, ChFC, Frank C. Blossman, CLU, ChFC, Director, Advanced Markets & Sales Support Southern Farm Bureau Life Insurance Company
- Cynthia Crino, CLU, ChFC, 2nd VP, Distribution Integration, Guardian Life
- John C. Snider II, JD, AVP & Associate Counsel, Advanced Markets, John Hancock
- Ana Medinaceli Canelos, Director, Advanced Markets, John Hancock
Note: NAIFA members will need a promo code to register for FREE.
To get a promo code, members should contact NAIFA's Member Experience Team by:- Emailing us at info@naifa.org
- Calling us at 877-866-2432
- Logging in at NAIFA's Member Portal and using the Support chat
Please share information about this webinar with members in your chapter.
