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DTSTART;TZID=America/New_York:20261112T140000
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UID:3485-1794492000-1794493800@ipbrokerage.com
SUMMARY:Prudential Webinar: Meeting the Needs of HNW Clients
DESCRIPTION:Join Prudential’s Advanced Planning team on Thursday\, November 12 at 2pm ET for their November webinar! \nHigh-net-worth clients often have needs that extend beyond traditional estate planning strategies. Explore five distinct client profiles and advanced planning strategies that can help identify new opportunities and navigate complex planning conversations with confidence. \nRegister for the webinar
URL:https://ipbrokerage.com/events/prudential-webinar-meeting-the-needs-of-hnw-clients/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20261119T140000
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DTSTAMP:20261020T160229Z
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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/
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