2022 Best Planning Ideas for Your Clients and Your Business | PFP learning library webcast archive
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2022 Best Planning Ideas for Your Clients and Your Business | PFP learning library webcast archive

7 months ago · 2 hour 1 min watch

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As we approach the two-year mark with the pandemic, hear how Lyle Benson, Michael Goodman, Scott Sprinkle, and Sue Stevens are preparing for the year ahead in topics areas such as:

  • Changes they have made (or plan to make) in their businesses

  • Financial planning strategies they are considering for their clients in the areas of tax, estate, retirement, investments, risk management, charitable planning, and education planning

  • What they are doing as a result of tax legislative changes (whether proposals or

Download the Handout: 2022 Best Planning Ideas

File name: 20220119-best-planning-ideas.pdf

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