Join our exclusive webinar with Prudential featuring Karen Hofmann, Director of Advanced Planning, for practical advice and engaging conversation starters to help you connect with clients about legacy planning.
Webinar highlights:
• Discover tax-efficient strategies to help clients transfer wealth to the next generation
• Understand how to help clients prepare for the potential costs associated with chronic illness so an unexpected event doesn’t derail their legacy goals
• Explore two compelling strategies that show the role of business succession planning in effectively protecting clients’ legacies
Join our exclusive webinar with Prudential featuring Karen Hofmann, Director of Advanced Planning, for practical advice and engaging conversation starters to help you connect with clients about legacy planning.
Webinar highlights:
• Discover tax-efficient strategies to help clients transfer wealth to the next generation
• Understand how to help clients prepare for the potential costs associated with chronic illness so an unexpected event doesn’t derail their legacy goals
• Explore two compelling strategies that show the role of business succession planning in effectively protecting clients’ legacies
Register here.
Details