
Join us for this exclusive virtual seminar where we will explore:
- What to do before the 2017 Tax Cuts and Jobs Act sunsets
- Estate & gift planning strategies
- Charitable gifting
- Income tax planning opportunities
- New provisions in Secure Act & Secure Act 2.0
- Types of beneficiaries and the new 10-year payout
- Using trusts as beneficiaries
- Incorporating Secure Act & Secure Act 2.0 within your financial plan
Wednesday, October 11, 2023 | 12:00 p.m. EST
Featuring:
Edward F. Smith III, J.D., AEP® | Senior Tax and Estate Planner
Shurdonna Joseph, J.D., CFP® | Director of High Net Worth Consulting
Register Here: www.janney.com/year-endstrategies