AICPA ENGAGE 2018


PFP18EL02 - Using Tax Reform and Broadridge Advisor to Deepen Client Relationships


Jun 11, 2018 6:25pm ‐ Jun 11, 2018 6:50pm

Standard: $49.00

Description

Navigating the tax law changes can be tricky; it can be even harder to explain to clients how they are impacted. Whether your clients need help changing their estate structure, modifying their charitable giving strategy, considering new choices for funding college education or just navigating the complexities of retirement, you can be the primary point of contact to help them through tax (and life’s) changes. In this session, you’ll learn how to take what you know about the tax code and apply it to your individual clients in a proactive way with planning as the center of everything.

- Learning Objectives:

o How to capitalize on tax reform as a conversation to dive deeper with clients

o Understand planning opportunities that arise from the new tax law and client life transitions

o Explore options and best practices for proactively deepening client relationships

o Learn how maximize your complimentary membership with Broadridge Advisor (this tools is included with PFP Section membership)

Speaker(s):

  • Marshall Aulick, Corporate Account Manager, Broadridge Advisor Solutions
  • Dave Briggs, VP of Corporate Training, Broadridge Advisor Solutions

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