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Four Tax-Reduction Strategies for Today’s Challenging Tax Environment
$60, or complimentary with Elite benefits
Keyword(s)
Allianz, L. Kelly LaVigne
Today’s tax structure provides important opportunities to help manage personal taxes now and into retirement. With the large amount of money in retirement plans, this session will cover four important considerations to help clients keep more of their money for themselves and for those they care about.
Credit Information
1
Description
Today’s tax structure provides important opportunities to help manage personal taxes now and into retirement. With the large amount of money in retirement plans, this session will cover four important considerations to help clients keep more of their money for themselves and for those they care about.
Speaker:
L. Kelly LaVigne, Vice President, Advanced Markets and Solutions
Premier Continuing Education (CE):
- 1 tax & regualtions hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased