Join Joe and Steve as they dig into the planning opportunities and pitfalls that have been created by recent changes in the tax, financial, and legal environment. They’ll focus on the most practical and relevant topics of conversation for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professionals to share with clients and prospective clients. Learn and discuss how these changes and opportunities affect your clients and how to explain and implement.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Joseph Strazzeri, Esq. and Stephen Mancini, Esq.