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.
1 min read
Advanced Practice Center Tax Planning Webinar
Topics: Legislation & Regulations Legacy Planning Tools Estate Planning Taxes
2 min read
What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning
SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.
.png?width=300&height=300&name=Dan%20Finley%20Coaches%20Circle%20(300%20x%20300%20px).png "Dan Finley Coaches Circle (300 x 300 px)")
