Register for Polk County: Updates in Tax, Estate, and Wealth Management

Select your sessions

Thursday, February 5th

Optional Session

Highlights of OBBB and how it effects Individuals and Estates 4:30pm to 5:25pm EST

1 Credits Technical Business

Optional Session

Understanding Community Foundations: A Strategic Tool for Your Clients’ Charitable Planning 5:30pm to 6:25pm EST

Optional Session

Wealth Management Evolution: Redefining Client Value in the Advisory Era 6:30pm to 7:25pm EST

1 Credits Technical Business

First Name

Last Name

Optional Session

Highlights of OBBB and how it effects Individuals and Estates 4:30pm to 5:25pm EST

Optional Session

Understanding Community Foundations: A Strategic Tool for Your Clients’ Charitable Planning 5:30pm to 6:25pm EST

Optional Session

Wealth Management Evolution: Redefining Client Value in the Advisory Era 6:30pm to 7:25pm EST