Center of Excellence for Advanced Markets
Increasing Awareness & Access to Experts to Solve Complex Case Work
The Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors have come together to create a Center of Excellence that offers content, events, and direct access to experts to provide thought leadership in advanced markets topics and concepts. The Advanced Practice Center of Excellence is supported by the two organizations and company support to ensure that agents and advisors have the most up-to-date information and access to leading experts for complex cases.
Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
September 28, 2023 | 12-3 pm eastern
NAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. The panel of Frank Blossman, Cynthia Crino, and John Snider will examine the planning opportunities these changes present and also explore the best ways to talk to your clients who are reluctant to discuss estate planning, including providing fact-finding tips, explaining listening styles, and guiding you to have clear conversations.
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