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Wealth Preservation Symposium

Topic

General Principles of Financial Planning

Program ID

332530

Hours

4.5

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

The Wealth Preservation Symposium is an insightful program focusing on essential wealth preservation and planning strategies. Attendees will learn actionable steps to help their clients protect, grow, and impart their wealth with confidence.

Learning Objectives

Topics include: • 2025 Tax Law Changes: Navigate the evolving tax landscape and optimize financial strategies for the upcoming year. • Planning for Long-Term Care: Protect assets and rights for clients in their golden years. • Strategic Planning for Special Needs: Secure and support futures for clients with loved ones who have special needs. • Business Succession & Exit Planning: Design seamless strategies for wealth and business transfer across generations. • Planning with Digital Assets