Prudential webinar: A Financial Professional’s Guide to the Changing Tax Environment 2020
October 21 @ 1:00 pm - 1:30 pm EDT
Tax-Efficient Strategies in a Time of Uncertainty
Wednesday, October 21
at 1:00 PM ET
Brandon Buckingham, J.D.,* LL.M.
Vice President, National Manager, Advanced Planning Group
Taxes are subject to political and economic factors, meaning they change and so can pose an ongoing challenge for clients trying to plan for their futures.
Join Prudential’s Brandon Buckingham as he discusses the impact current events could have on financial planning. You’ll gain specific strategies to help clients navigate through the uncertainty. The presentation will include:
Potential for tax reform
The presidential candidates’ tax proposals
The importance of tax-efficient investing in an uncertain environment
Specific tax and estate planning strategies
Using annuities and life insurance as part of those strategies
Help clients achieve financial wellness now and throughout retirement.