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DTSTART;TZID=America/New_York:20261117T140000
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UID:3548-1794924000-1794927600@ipbrokerage.com
SUMMARY:Pacific Life: Review of the Midterm Elections and Their Potential Impact on Your Clients' Planning
DESCRIPTION:The midterm elections could have significant implications for the life insurance industry and your clients’ financial planning. Join Pacific Life and Finseca’s Jennifer Fox as we explore what the election results could mean for your clients. \nJoin us as we discuss:\n• Recent and potential upcoming legislation.\n• The post-midterm political environment.\n• How the election results could affect financial planning for your individual and business owner clients. \nRegister Now \n 
URL:https://ipbrokerage.com/events/pacific-life-review-of-the-midterm-elections-and-their-potential-impact-on-your-clients-planning/
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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