Donate
Description
Clients expect their advisors to proactively provide advice that helps to organize their complex financial affairs and delivers experiential alpha. This session will provide several actionable planning strategies in the areas of tax planning, charitable giving, retirement and portfolio management.
Learning Objectives
• Identify a checklist of planning strategies appropriate for year-end discussions
• Enhance your knowledge in these planning areas
• Add value to client relationships by providing an organized and timely service