Planning into 2023: Preparing Clients for the Unprecedented Challenges That Lie Ahead.
Free To Attend
Professional Education and Networking – Breakfast Included
Accountants: Earn 4 CPE credits sponsored by Marvin and Company P.C. CPAs
As one of the most turbulent economic years on record comes to a close, individuals and family businesses with substantial holdings should be asking these burning questions:
- What moves should I make to maximize wealth, minimize risk, reduce tax and preserve assets?
- How will outcomes of the midterm elections impact my bottom line?
- When should I be updating estate and business succession plans for future generations?
- Who can I turn to for the most current information?
For answers, join Pierro, Connor & Strauss on the morning of November 15 in Albany as we bring together leaders in the fields of Tax, Wealth Management, Estate Planning, Accounting, Insurance, Corporate Planning and Business Valuation. Through a case study approach, we demonstrate strategies that advisors and clients can put to work immediately and successfully in their own planning.
Free to attend with a full breakfast and opportunities to network with advisors and clients, you’ll learn how to take advantage of current market forces and be ready to amplify, fortify and solidify your plan in 2023.
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