Wealth Planning Plus

With year-end fast approaching, now is the time to encourage your wealthy clients to think about making some important decisions about financial planning. Whether minimizing income or estate taxes – or transferring more wealth to heirs – it is not too late to plan. 

 

There are many strategies and techniques to consider implementing today that can protect your client's wealth, retirement strategy, and legacy planning.

Join us as we share timely planning ideas for engaging your high-net-worth clients in 2022.