Time: 3:00 p.m. – 4:30 p.m. ET
For the first hour of this session, we will update attendees on pending changes in the estate tax regime and discuss attractive planning strategies heading into year-end. Stay tuned for the session’s last half hour where we’ll recap IRA and qualified plan rules under the SECURE Act and pending legislation (like the Build Back Better Act), as well as discuss related effective planning strategies.
Leon LaBrecque, Executive Vice President, Chief Growth Officer, Sequoia Financial
*Please note, CPE credit is not available for watching the recording.
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