| Year-End Estate, Tax and Financial Planning in Plain English October 17, 2019 1-2PM ET |
Webcast Description:
|
Everyone must take proactive steps to protect themselves and their loved ones. The integration of all aspects of financial planning, including estate retirement, investments, insurance and tax planning is critical to achieving your financial goals. Recent changes in the law have given some individuals a precious, few years, of low tax rates, during which the right actions could pay dividends for a lifetime, and there are certain strategies you should consider undertaking with the guidance of your most trusted advisor, your CPA financial planner, before December 31.
|
This Event Does Not Offer CPE
|
 |
|
