February 28, 2017 from 12-1 PM
1 CFP CE pending approval
The Wealth Advisor’s Guide to 2017 is designed to help financial services professionals stay abreast of recent events that could have an impact on your most valued clients’ financial situations. Matt Sommer, CFP®, CPWA®, CFA® Vice President, Retirement Strategy Group with Janus will present.
The presentation includes:
income tax updates
legislative outlook
portfolio construction
retirement income best practices and wealth transfer techniques.
Also included a comprehensive summary of 2017 tax rate schedules and other important planning limits.