Join us for the next Advisor's Forum Webinar.This program is free, without obligation, and is approved for continuing education credits*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.Year-End Planning
Presenter: Sid Kess, CPA, JD
This webinar will cover the significant opportunities offered by ATRA this year, and what estate planning strategies to take advantage of before year-end. It will also discuss the importance of income tax planning outweighing the importance of estate planning.
Lunch will be provided.This webinar is part of a monthly interdisciplinary series offered through The Advisors Forum and hosted by Estate Planning and Legacy Law Center and Evershore Financial Group.
*One Certified Financial Planner (CFP) credit, 1 CLE credit, and 1 CFP(R) credit will be available.
Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Sid Kess, CPA, JD. EM 13-0258 DOFU 10/2013 741689
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