Join Anne Rhodes, Chief Legal Officer at Wealth.com, for an advisor-focused session on how to identify meaningful year-end planning opportunities and strengthen client estate plans before the close of 2025.
The end of the year remains one of the most important times for advisors to review clients’ estate plans and wealth transfers. The OBBBA also presents a couple of unusual tax planning considerations, in addition to the typical ones that come with the end of the year.
In this session, Anne Rhodes, Chief Legal Officer at Wealth.com, will guide advisors on high-impact, timely strategies to strengthen clients’ estate plans and reduce their tax exposure by leveraging year-end planning opportunities before December 31. Wealth.com experts will also explore how technology enables advisors to deliver comprehensive, scalable estate planning in collaboration with clients and their professional partners.
Your Key Takeaways:
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Identify the most high-impact estate and transfer tax planning opportunities before December 31
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Review and update clients’ existing estate plans for accuracy and funding
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Integrate tax strategies such as annual gifting and charitable giving
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See how Wealth.com’s estate planning technology can streamline your planning, collaboration, and client engagement
Save your seat today!
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
