Practical Planning Strategies for the Mass Affluent in 2022 | PFP learning library webcast archive
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Practical Planning Strategies for the Mass Affluent in 2022 | PFP learning library webcast archive

9 months ago · 1 hour 34 min watch

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Learn proactive techniques and time-sensitive strategies to provide value to your clients who earn between $100,000 and $500,000 annually. On this webcast you will:

  • Understand how congressional proposals could affect your clients

  • Review tried-and-true tactics for retirement, charitable, investment, tax and estate planning

  • Learn insights and strategies about Roth conversions, pensions and profit-sharing

  • And much more!

Learning Outcomes

  • Identify the latest laws and proposals that affect your mass affluent clients.

  • Determine the most important and time-sensitive planning strategies for your

Download the Handout: Practical Planning Strategies

File name: 20220208-practical-planning.pdf

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