For the first time in over 30 years, there has been a tax overhaul, and the new provisions may impact you in many ways. A webinar on this special topic will break down the new tax plan and help you understand how it may affect your financial and estate planning.
Register today for the live Tax Reform webinar scheduled for noon on Wednesday, Feb. 21.
As directors of Wealth Planning Strategies for TIAA, featured speakers Colleen Carcone and Jonathan Fishburn provide wealth transfer, estate, and tax planning considerations for clients with the most complex needs. Their estate and tax planning knowledge and background allow them to provide specialized financial advice and sophisticated planning strategies to high-net-worth families in every aspect of their financial lives.
