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DTSTART;TZID=America/New_York:20261113T123000
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UID:3544-1794573000-1794574800@ipbrokerage.com
SUMMARY:Securian: The LTC Conversation Worth Having
DESCRIPTION:Talking to clients about long-term care (LTC) isn’t always easy. But with the right tools and approach\, it can be one of the most valuable conversations you have. \nJoin us for our first LTC Awareness Month webinar. We’ll walk you through a four-step process to help you guide clients from their first LTC conversation to a personalized care plan\, with ready-to-use resources to support every step. \nYou’ll learn how to:\n• Get the conversation started with client-approved infographics and educational materials that show why LTC planning matters.\n• Ask the right questions using fact finders and worksheets that help uncover what clients want and need.\n• Get past common objections with resources to help address concerns and keep the conversation moving.\n• Present a solution that fits your client’s goals\, needs and financial situation. \nHow to present an LTC solution to a client\nDATE: Friday\, November 13\, 2026\nTIME: 11:30 a.m. CST\nSPEAKER: Mike Sweazey \nRESERVE MY SPOT \nCan’t make it live?\nRegister anyway and we’ll send you a recorded version as soon as it’s available. \n 
URL:https://ipbrokerage.com/events/securian-the-ltc-conversation-worth-having/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20261119T140000
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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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