Join Dean A. Mioli, CPA/PFS, CFP, CIMA, CLU, Director of Investment Planning for the SEI Advisor Network, to learn more about the opportunities a trust presents for your clients including the future direction of their assets, wealth distribution, and investment and tax strategies. Additionally, Dean will address how the current federal income tax system may affect your clients’ planning for trusts.
Level of Complexity: Intermediate
January 23, 2019 2:00 PM Eastern
Financial Planning Association
CFP CE: 1.00