Utilizing Tax Advantage Strategies to Protect Your Clients’ Assets

Sep 16th 2020
1:00pm - 3:00pm EST
Webinar
About

In order to successfully maintain a high-standard of living and sustain their riches across multiple generations, HNW an UHNW individuals and families have to make some smart financial planning decisions. These include efficiently dealing with the changing tax codes, proper estate planning and making the best use of tax-efficient investment vehicles. Over the course of this panel, we’ll outline the best tax advantage strategies to grow and protect your clients’ wealth.

This webinar is two hours long and scheduled to start at 1:00pm EST.

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Session Details
September 16, 2020

Utilizing Tax Advantage Strategies
5:00 PM - 7:00 PM
America/New_York
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Contact

For more information, please contact:

Lauren Feldman

212 224 3689

lauren.feldman@institutionalinvestor.com

 

Naina Farukh

212 224 3388

naina.farukh@institutionalinvestor.com