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Sponsored by MassMutual: Can You Afford To Wait? Creative Gifting Strategies for 2024

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Let Us Show You Why More Advisors Choose Coventry - Learn More

There has never been a better time to do transformational generational and estate planning. This session will be a conversation of unique gifting strategies (opportunities) that should be considered given the pending sunset of the TCJA. It will include actionable and timely case studies that can be incorporated into planning today. The time to Act is Now!
  • Topic(s): Sponsor Sessions
  • Presenter(s): Patrick Olearcek; Joel Liu
  • Session#: FIN2402-103
  • Session Length: 45 minutes
  • Program: 2024 Finseca Advanced Markets
  • Date: May 22, 2024

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