Up Next: Year-End Planning: Tax and Estate

As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.

About Event:

In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:

Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes

We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!

Event Details

Wednesday, October 15, 2025 | 12pm ET

Featuring:

Jay Guyer, J.D., CFP® | Vice President, Senior Financial Planner

Kathleen Stewart, J.D., AIF® | Vice President, Senior Financial Planner

Register Here

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