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Webinar Registration Now Open!

Prepare Your Clients For
What May Be Coming!

 

Join us for a candid discussion with a special guest speaker, attorney Alan Roman.

 

REGISTER TODAY!

AGENDA

1 PM (CT)

  • Welcome

  • Tax Strategies: What To Do In 2022

  • The Tax Triangle

  • Product Solutions

  • Q&A with Our Experts

1:15 PM

  • Wrap Up

Hear from an Attorney

and Financial Services Industry Leaders:

Minimizing the Impact of Future Tax Law Changes

New Strategies to Help Approach the “Tax Impact” Conversation with Clients

Navigating
a Soaring
National Debt

800.237.0263

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