2020 Essentials of Wealth Planning in an Uncertain World

Eligible for one hour of CE credit for the following designations: CFP, CIMA, CPWA, CRPC, CRPS, CRC, ARPC/ARPS, CPA

The wealth planning landscape is constantly changing. Are you prepared for what’s on the horizon in 2020?

Stay informed of key events and trends that could impact your most valued clients in the year ahead. Join us for 2020 Essentials of Wealth Planning in an Uncertain World, a webinar featuring a comprehensive update covering:

• Wealth and health care planning
• Regulatory compliance
• Forward-thinking investment research
• Life event transitions
• Tax planning, including 2020 tax rate schedules and other important planning limits

Start the new year with the knowledge you need to help your clients tackle their most critical wealth planning challenges.