Events
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Spousal Lifetime Access Trusts (SLATs) – Accumulate, Access, and Transfer Wealth
Please join us on Thursday, August 10, at 2 p.m. ET to explore the power of SLATs. See how a SLAT can give clients accessible income for one spouse via a trustee during his or her lifetime, provide estate protection and liquidity, and minimize income and estate taxes. Don’t miss it! Reserve your spot now
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Mutual of Omaha: Secure Transfer Planning Webinar
Join Mutual of Omaha’s Advanced Markets team to learn how life insurance can help clients leverage their current assets to secure the most tax-efficient wealth transfer plan for their family. Date / Time: Wednesday, September 13, 2023 | 11:00 am, EST Click Here to Register Today
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Prudential: Advanced Planning – 10-Minute Mondays
Dates: 21 Aug – 06 Nov, 2023 We’re continuing our popular 10-Minute Monday sessions with new topics starting this month. In just 10 minutes, we’ll share the foundation of a new strategy, the ideal client profile, and how you can use it to grow your business. Sign up now by clicking here. Subject & Dates are listed […]