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
Register here

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.