CFP Credit Opportunity
Courtesy of:
Estate Planning in the Current Legislative Landscape
With major legislative changes on hiatus, we’ll discuss strategies and techniques to encourage client planning, considering:

The 2022 increase in the lifetime estate and gift tax exemption
The exemption being cut in half in just a few years
Additional concerns of inflation and market volatility
 
These and other pertinent topics will be covered in this one-hour approved CFP credit webinar sponsored by Underwriters Brokerage Service. 
 
Tuesday April 19, 2022
11:00 am EST
 
Speaker- Sean Link, JD., Estate Planning Specialist
 
Registration required. Please use the link below to provide information for CFP credit and receive details to join the presentation.

*CFP credit will be given only upon confirmation of attendance for full presentation.
Sean Link, JD, joined Underwriters Brokerage Service as their Estate Planning Specialist, reinforcing the company’s position at the forefront of providing comprehensive insurance, business, and estate strategies to partnered advisors and their clients.

Included in this role is the oversight of our complimentary Estate Review Program for higher net worth clients. Sean may be reached at sean.link@ubsnet.com or 412-201-7950.