Master HR1 for Client Conversations

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.