Description
Personal financial planning concepts for clients
Gain personal financial planning ideas for clients who have between $1M and $15M of net worth.
Topics include:
Retirement planning, including Roth conversion planning
Investment planning strategies
Estate planning for clients who want to keep control of their net worth
The tax planning in anticipation of the sunset of TCJA
Helping clients meet insurance needs
Other planning ideas
This 90-minute webcast will include time for Q&A.