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DTSTAMP:20260403T194142Z
DTSTART:20260923T150000Z
DTEND:20260923T223000Z
LOCATION: Your Desk
SUMMARY: Advanced Personal Financial Planning Update WEBCAST
DESCRIPTION: New personal financial planning strategies are emerging due to passage of the One Big Beautiful Bill and evolving personal goals in difficult economic and legal environments. Drawn from recent publications and government directives\, this course reviews the latest financial strategies and planning changes from the past year in insurance\, investments\, tax\, estate and retirement\, including Social Security and Medicare. Additionally\, Randy covers estate and tax planning strategies that enable practitioners to better serve clients by allowing them to take advantage of new opportunities.
CLASS:PUBLIC
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