Demystify the New Tax Act!
Tax planning is a must-have skill for advisors serving affluent clients. Learn how to guide them on the importance of the new rules in saving, investing, and planning!
With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC
Chicago, IL: September 26, 2018
Dallas, TX: October 31, 2018
New York, NY: November 14, 2018
San Diego, CA: November 28, 2018