March 28, 2019 – Hot Topics for 2019; Presented by Joe Strazzeri, Esq. and Steve Mancini, Esq.
Join Joe and Steve as they dig into the planning opportunities and pitfalls that have been created by recent changes in the tax, financial, and legal environment. They’ll focus on the most practical and relevant topics of conversation for financial advisors, attorneys, CPAs, philanthropic advisors, trust officers and insurance professions to share with clients and prospective clients. Learn and discuss how these changes and opportunities affect your clients and how to explain and implement.