BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//IP Brokerage - ECPv6.18.2//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:IP Brokerage
X-ORIGINAL-URL:https://ipbrokerage.com
X-WR-CALDESC:Events for IP Brokerage
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261119T140000
DTEND;TZID=America/New_York:20261119T143000
DTSTAMP:20261020T160229Z
CREATED:20261020T160229Z
LAST-MODIFIED:20261020T160229Z
UID:3492-1795096800-1795098600@ipbrokerage.com
SUMMARY:Year End Planning Strategies with Prudential
DESCRIPTION:This course provides financial professionals with an overview of year-end tax and retirement planning strategies that may help clients identify and act on planning opportunities before the close of the tax year. The course examines: \n\nThe current tax landscape\,\nOpportunities presented by lower-income years and lower tax brackets\,\nRoth contributions and conversions\, Trump Accounts\, tax diversification\, tax-loss harvesting\, qualified plan contributions\, required minimum distributions\, and charitable and family giving.\n\nParticipants will learn how these strategies may be evaluated as part of a coordinated\, tax-aware financial and retirement planning process. \nThe objective is to equip financial professionals to recognize common year-end planning opportunities and engage clients in timely planning discussions. \nUpon completion\, participants should be able to: \n\nIdentify selected tax deductions\,\nEvaluate opportunities associated with lower taxable income\,\nDiscuss Roth conversion considerations\,\nExplain the role of tax diversification\,\nRecognize tax-loss harvesting and qualified plan contribution rules\,\nReview required minimum distribution requirements\,\nand Compare selected charitable and family giving approaches.\n\nREGISTER HERE
URL:https://ipbrokerage.com/events/year-end-planning-strategies-with-prudential/
END:VEVENT
END:VCALENDAR