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LEAD Speaker Series with Ed Slott, CPA

October 13, 2021 @ 2:00 pm - 2:30 pm

Please join us for our next LEAD speaker series virtual event with nationally recognized retirement distribution expert and best-selling author, Ed Slott, CPA, on October 13, 2021 at 1:00 p.m. Central time. You will also have the opportunity to hear from Brett Novielli, Divisional Vice President, Life Insurance.
We know your time is valuable, which is why our Allianz LEAD series brings you industry-renowned speakers who provide immediate, actionable insights and learnings to ensure your time with us is well spent.
Join us for this event, and you will have the opportunity to hear insights into:
  • Planning for the end of stretch IRAs
  • Tax implications of new post-death payout rules on your clients retirement savings
  • Alternative solutions to put clients’ savings in a better position, providing larger inheritances with more control and less tax
  • Life insurance being a potential alternative solution
Complete your registration today, and we’ll see you on October 13 at 2:00 p.m. EST!

Organizer

Allianz
Phone:
813-875-6331
Email:
tom@mrwfinancial.com
Website:
mrwfinancial.com