Underwriters Brokerage is now providing for CFP approved credit opportunities via webinar with the first one scheduled for April 19. Non-CFP’s are welcome to attend!
See full invitation with registration here.
Estate Planning in the Current Legislative Landscape: With major legislative changes on hiatus, we’ll discuss strategies and techniques to encourage client planning, considering: The 2022 increase in the lifetime estate and gift tax exemption The exemption being cut in half in just a few years Additional concerns of inflation and market volatility These and other pertinent topics will be covered in this one-hour (1.0) approved CFP credit webinar sponsored by Underwriters Brokerage Service. Tuesday April 19, 2022 11:00 am EST Speaker- Sean Link, JD., Estate Planning Specialist Registration required. Please use the link below to provide information for CFP credit and receive details to join the presentation. REGISTER HERE |
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