WEBINAR: Year-End Tax and Wealth Transfer Planning

During this session, Brian Ellenbecker will recap key 2020 tax and estate planning rules.  He will also cover planning ideas for your investment portfolio, help you assess year-end tax planning opportunities, review retirement planning strategies and ways to manage your wealth transfer and legacy plans.

About Brian Ellenbecker, CFP^®, EA^®, CPWA^®, CIMA^®, CLTC^®:

Brian's areas of expertise include retirement income and distribution planning, income tax planning, Social Security, Medicare, employee equity compensation plans and estate planning.  More...