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Description
Join for our popular Year End Planning CE webinar as John Nersesian shares strategies around Year End Planning: how advisors might plan for year-end discussions, add value to client relationships, provide an organized and timely service, and use tools such as the PIMCO Tax Guide and Year End Checklists to structure conversations.
Learning Objectives
Client investment portfolios, including goals, risk tolerance and liquidity needs over shorter and longer-term horizons
Tax planning, in partnership with tax professionals, including conversations about Tax Loss Harvesting
Retirement planning, including required minimum distributions (RMDs) at year-end
Estate planning, wealth transfer and charitable giving, to reduce future estate tax liability and help maximize lifetime gifting