ENG2532. Planning in a Changing Environment: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2025 and Beyond (TAX, PFP, EST)

An esteemed panel of Tax Strategies, Advanced Personal Financial Planning, and Advanced Estate Planning conference committee members will provide attendees with the most current planning strategies to discuss — and immediately implement — with clients.

Learning Objectives:

• Identify the most important planning strategies to discuss with your clients given the current state of tax, estate, and personal financial planning.
• Determine the top tax strategies to implement before year end.
• Analyze top planning topics that need to be considered with your clients on an annual basis.