The recently enacted HR 1 brings significant changes to tax policy, retirement planning, and financial strategies that clients rely on. As financial professionals, it’s essential to stay ahead of the curve - not just to understand the updates, but to explain them in ways that build trust and reinforce our value.
Join NAIFA for a timely and practical webinar designed to help you turn technical policy updates into meaningful client conversations.
What You’ll Learn:
- Key HR 1 provisions affecting client taxes, investments, and retirement plans
- How to translate complex changes like adjustments to standard deductions and estate tax limits into clear, actionable guidance
- Practical strategies to enhance planning conversations and reinforce your role as a trusted advisor
Featured Speakers:
- Kathleen Bilderback, Counsel and NAIFA Trustee, Sandberg Phoenix
- Nick Sutter, Associate, Steptoe
Date: Thursday, July 24
Time: 12:00 p.m. Eastern
NAIFA is committed to equipping our members with the tools and insights needed to lead with confidence. This webinar is one more way we deliver on that promise.