The last decade has brought a lot of changes in politics, the way we interact, and the way we consume information. Changes in the way advisors plan was no exception. As it relates to financial planning, legislation and the makeup of the tax code usually determine what options are available. This session offers a road trip back in time to some of the major legislation that has been enacted and how each congressional action changed the way advisors plan for their clients.
Speaker:
David Haughton, JD
Advanced Planning Consultant, Commonwealth Financial Network
Premier Continuing Education (CE):
- 1 hour of tax & regulations 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