Tax laws may be changing and we want you to be prepared to have these conversations NOW! Your clients want to know how this will impact their taxes, investments, and retirement strategy. FMG Suite is hosting a webinar to arm you with necessary information when talking to clients.
Watch Samantha Russell and Mike Woods in this webinar replay where they’ll discuss how to:
- Decipher the proposed tax plan
- Communicate the potential tax changes to clients
- Safeguard yourself from conversations that may still be too premature
- Take steps to protect your clients
