Learn proactive techniques and time-sensitive strategies to provide value to your clients who earn between $100,000 and $500,000 annually. On this webcast you will:
Understand how congressional proposals could affect your clients
Review tried-and-true tactics for retirement, charitable, investment, tax and estate planning
Learn insights and strategies about Roth conversions, pensions and profit-sharing
And much more!
Identify the latest laws and proposals that affect your mass affluent clients.
Determine the most important and time-sensitive planning strategies for your