In recent years, clients have faced increasingly complex tax and regulatory challenges that can impact their legacy and estate-planning strategies. It’s crucial to stay ahead of these changes to ensure their goals are met.

Join us for an insightful session where we’ll cover:

• Essential estate-planning fundamentals, plus advanced strategies to minimize tax burdens.
• Charitable giving and estate-planning approaches that align with clients' legacy objectives.
• The importance of regular client reviews and exploring lifetime income options through annuities.

Don’t miss the opportunity to learn from Dave Vogel, CFP®, CLU®, ChFC®

Dave Vogel is a Sr. Advanced Markets Consultant with the Advanced Markets Team. Dave, with more than 20 years of financial services industry experience, focuses on education financial professionals on a variety of topics -- including tax-efficient retirement, estate, and business planning strategies. Prior to joining Allianz in 2013, Dave was with ING on the Advanced Markets Team for several years. Dave was also a producer with several brokerage firms since 2001. Dave earned his accounting degree from St. John's University in Minnesota. He holds CFP®, CLU®, and ChFC® designations, as well as FINRA Series 7, 63, and 66 securities registrations. 

Register now to secure your spot and empower your clients' financial futures!

No charge to attend. This course is approved for 1 CFP^® CE credit. 

Tickets

$0.00 COFPA Members

$0.00 FPA Members and Nonmembers

$0.00 Guest