Live, Interactive CE and CLE Virtual Forums December 6-8
Four Complimentary, One-Hour Sessions Inflation and the economy are the biggest issues for voters leading up to the mid-term elections — and for wealth planning professionals who need to consider the profound impact rising inflation can have on financial planning in the areas of retirement and taxes in the coming year. This forum will explore planning strategies around interest rates and other market conditions affecting savings and investments in 2023, including giving strategies best suited to withstand the current economic pressures; situations that may cause estate plans to fall short of achieving their intended purpose; privacy and safety issues of donors on all sides of divisive issues in the wake of Dobbs; and defensive practices for attorneys at each stage of estate planning. Register Here | 