Wealth Planning Trends: The Super Bowl, Asset Values and the Silver Tsunami is a must-attend session for FPs & CPAs navigating a year of major change. With the TCJA replaced by the “one big beautiful bill,”, rising fraud risks, and 12,000 Americans turning 65 each day, your clients face complex planning challenges. Learn how to collaborate more effectively to optimize financial and tax strategies, and guide wealth transfers that go beyond numbers. This is your playbook for helping clients win in 2025 and beyond—don’t miss the Super Bowl of planning. |
