Master the New Tax Law for Client Conversations

Open to all financial professionals! At NAIFA, we take our duty of service to the industry seriously. Some issues are so important that they need to be shared with everyone for the betterment of the profession. That is why we are offering this critical element to all financial professionals.

Elevate your client discussions with our focused webinar on the now-enacted HR 1! Designed for financial professionals, this session will equip you with the insights to confidently guide clients through the new tax and retirement planning landscape. What you'll learn on Thursday, July 24 @ Noon Eastern: 

• Key HR 1 changes impacting client taxes, investments, and retirement plans.
• How to explain complex updates, like standard deductions and estate tax shifts, in client-friendly terms.
• Practical implications and strategies to strengthen client trust.