Published on Global Pacific Financial Services (https://trustglobalpacific.com)

Home > Bulletins > Register for our TRIIPSS webinar to learn key tax strategies for you and your investment clients > Printer-friendly

Register for our TRIIPSS webinar to learn key tax strategies for you and your investment clients

Submitted by Rica Zara on February 9, 2022 - 1:00am

logo_en

Insurance & Investments
Simple. Fast. Easy.®

10 more key tax issues and opportunities for investment clients and advisors

INV_SmallBusinessPicture1

Please join us for our next TRIIPSS Webinar
10 more key tax issues and opportunities for investment clients and advisors

Tax planning is an integral part of the financial planning, product selection and implementation process, which can sometimes get overlooked in client conversations. This is becoming a deal breaker for many clients, who are seeking help with focusing on and prioritizing their financial goals.

 

Join the Tax, Retirement and Estate Planning Services team as they cover 10 key tax issues and opportunities for investment clients and advisors. In this session advisors will learn strategies that will help them get started in the right direction for their practice and strengthen their clients’ financial well-being.

This session is a companion to the TRIIPSS webinar:
A few year-end tax tips and strategies.

Date: February 22, 2022
Time: 2:15 p.m. to 3:30 p.m. ET   
CE credits: Pending
Replay: Access to replay will be provided after the webinar

Register now

 

Peter Wouters, Director, Tax & Estate Planning Services, Empire Life

Peter Wouters
Director, Tax, Retirement & Estate Planning Services,
Empire Life

akua-EN-web

Akua Carmichael
Director, Tax, Retirement & Estate Planning Services,
Empire Life

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. 
Learn more >  

 

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.

Source URL: https://trustglobalpacific.com/bulletins/empire-life/2022-02-09/register-our-triipss-webinar-learn-key-tax-strategies-you-and-your-investment-clients