Financial & Tax Planning Considerations for High Net Worth Individuals

June 18, 2018

Recording | Presentation material

As the real-world impact of the 2017 Tax Cuts and Jobs Act becomes clearer, now is the time to guide your high net worth individual clients through the financial and tax planning opportunities that will help preserve their wealth for retirement and future generations. In this webcast, Bob Keebler will discuss:

  • Impact of tax reform in high net worth individuals
  • Estate, tax, retirement, risk management and investment planning opportunities
  • Actionable strategies to discuss with your clients