Join FPA NE and Chris Palladino for Tax Playbook. Investment accounts can be thought of like a bucket that collects your clients’ assets. While the goal of a bucket is often to fill it up, sometimes there is a hole in the bucket that can drain it. Taxes can be thought of as the holes in your clients’ investment bucket. These taxes, or holes, can impact multiple aspects of financial planning, including wealth accumulation, estate and trust planning, and wealth transfers. Learning how to identify these holes can help you plug these holes that could help your clients retain more of these assets. This one-hour seminar will be delivered as a classroom lecture and include a question-and-answer period. It is of intermediate difficulty and assumes a basic understanding of investments and annuities.
1 CFP CE pending approval