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

January 28, 2020

Recording | Slides

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:

Learning objectives:

  • Tax ideas and proposals
  • Tax reform review – critical changes
  • Simplification of deductions
  • Roth IRA conversions and more!