You are cordially invited to attend our last Education event of the year....a breakfast in King of Prussia. REGISTER HERE
8:30-9:30 a.m. - Registration & Hot Breakfast Buffet
9:30-10:30 a.m. - Session I - "An Estate Planner's Perspective on the New Tax Law""
presented by Gary Altman, CFP®, Principal Attorney, Altman & Associates
Understand the future of estate planning after the new tax law and why estate planning is even more important than ever for your clients. Learn about how to achieve a new basis for assets held in irrevocable trusts, as well how to minimize income taxes on assets earned by irrevocable trusts. Understand the new meaning of "irrevocable" - that it can only be changed with difficulty and cost.
10:40-11:40 a.m. Session II - "Wow Your Clients!"
presented by Michael Byrnes, President of Byrnes Consulting
This presentation will cover:
- The benefits of happy clients
- How to build advocates
- Why researching clients makes sense
- How to improve client interactions, communications and events
- Why different client service models often make sense
Attendees will learn from Mike's expertise around the principles of communication in the new digital age.
Note: 2 Hours of CFP® CE and 2 Hours of PA Insurance CE credits pending approval
We hope you will join us!