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Income & Legacy Planning for Life’s Stages
November 2, 2021 @ 1:00 pm - 1:30 pm
Life is surrounded with uncertainty, but you can help your clients overcome the challenges
While clients can’t predict what their tax situation will be next year or years from now, or if they will someday develop a chronic illness and need care, you can help them prepare for the future.
Whether you work with clients who expect to retire in 10 or 20 years, or retirees who are thinking about passing wealth to the next generation, you won’t want to miss this webinar