The Capital Group invites FPA-RI members to join Kris DeBonville online on Veterans Day, November 11, for “Year End Planning: A 2026 Policy and Planning Update,” presented by Lauren C. Liebes.
Lauren will share a timely policy update and the top tax and planning considerations for HNW investors, including the OBBB and creative income and estate planning strategies suited to today’s economic environment.
This session has been submitted for 1 CFP credit. |