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When: Thursday, August 1, 2024, 12:00PM Eastern Time
Session Title: Unlocking Advisor Alpha: Maximizing Opportunity through Tax Management and Client Satisfaction
Session Description:
Are you asking your clients to rank their top three financial fears, in order? In a recent survey, only 17% of respondents are more optimistic about their financial security since 2021. Join Jackson experts as they share specific ideas to increase client satisfaction and create strong referrals for your practice.
Key takeaways:
1. Learn about key referral opportunities for your practice.
2. Discover little known strategies to reduce taxes and optimize returns
3. Navigate wealth transfer strategies in a post Secure Act world and plan for the TCJA Sunset
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Presenter:
TC143255(0724)1