Control Your Taxes, Maximize Your Wealth
Speakers: Rebecca Walser, JD, LLM, CFP
Year: 2020
Body of Knowledge:
Accumulation Planning with Life Insurance,
Life Insurance as an Asset Class
Competence: Sales |
Level: Basic |
Session Rating: 4.00
Taxes are the largest threat to wealth and financial stability over the next 20 years. Most clients have built some of their wealth in pre-tax accounts like a 401(k) or IRA, while for many Americans this is their only source of retirement income besides Social Security. As an advisor, you cannot afford to not prepare your clients for what is now upon us, which means that you cannot afford to miss this presentation by nationally recognized tax attorney and wealth strategist Rebecca Walser.