Securing Your Clients’ Future: Planning Opportunities Not to Miss in 2012Featured Speaker: Stephen R. Akers, J.D.
Moderator: Jason E. Havens, J.D., LL.M.
Monday, Nov. 12, 2012 • 12:00-1:00 p.m. Eastern
NOTE: This webinar is free to WealthCounsel members. Non-member rate is $79.
You know your clients should take advantage of the perfect storm of favorable tax laws, low interest rates, and (in many instances) depressed market values to transfer potentially significant wealth free of tax. But do you know how to discuss this unique opportunity with your clients in a way that will motivate them to take action?
Download this informative webcast to hear one of the nation’s foremost authorities giving the practical advice you need to motivate clients of all levels of wealth…from clients of modest means to the ultra-affluent.
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Approved AR, CA, IL, NY, OK, PA, TX, WA
Pending CO, FL, GA, KY, MN, MO, OR, UT, WI
Pending 1.0 CFP credit
Approved 1.0 CPE credit