Webcast: Top Financial and Tax Planning Ideas to Start the New Year

Recording | Presentation material

Ringing in the New Year means that your clients are likely making resolutions that involve their personal financial plan. Now is the time for you to demonstrate your value to clients by advising them on strategies that will help shape a successful year. In this webcast, Bob Keebler will share strategies to consider with your individual clients, including:

  • The impact of tax reform on your clients’ financial plans
  • Estate, tax, retirement, risk management and investment planning opportunities to consider year-round
  • Tips on encouraging clients to take action