Thought Leader Series: Estate Planning Strategies for the 11th Hour
Presented by Carl R. Waldman, JD and Lewis W. Dymond, Jr., JD, this Thought Leader Series webinar will cover the following topics:
• Why taxes are a major topic in the news with the return of Congress for the post-election session.
• How to increase awareness and interest with existing and potential clients.
• How to deal with uncertainty
• How to establish yourself as the expert with the answers to questions being raised by others.
• Unique circumstances that exist which can create an urgency to at least review current planning before year end.