Wealth management regulations, laws, and best practices change every day. For those wealth advisors attending the Laureate Center for Wealth Advisors’ annual gathering, Bill Conway will outline what wealth planning strategies will need to be reviewed and what will need to be redone based on changes to AB, ABC, ILIT, IDIT, IDGT, QPRT, FLP, and more. Bill will provide technical insights, practical tips, forms, and letters you can use in your practice now.
This event is for attendees of the Laureate Center for Wealth Advisors’ annual gathering. For more information or to register, go to the information page for the Laureate Center for Wealth Advisors’ annual gathering.