About this Event
Professional advisors including attorneys, accountants, financial professionals, and planned giving officers are invited to attend an informative discussion on how to have essential tax and estate planning conversations with their clients.
Our event presenters will help you explore strategies to prepare your clients for retirement and the upcoming Estate Tax Sunset in 2025, which could impact their taxes in 2026.
After the presentation, attendees can look forward to networking and a social hour with refreshments and appetizers. Charitable CE credit available.
Schedule:
- 3:45 p.m. | Registration
- 4:00 p.m. | Program
- 5:15-6:15 p.m. | Social Hour with Refreshments & Appetizers
Presenters:
- Susan Hirshman CFA®, CFP®, CPA: Director, Wealth Management, Charles Schwab
- Katherine Iacarella, J.D.: Director, Advanced Client Strategies, Renaissance Financial
Event Contact:
For questions, please contact Beth Salazar at 602-574-7845 or [email protected]
Event Venue & Nearby Stays
Southwest Autism Research & Resource Center (18th Street Campus), 300 North 18th Street, Phoenix, United States
USD 0.00
