2024 Advisor Symposium

This cross-disciplinary networking event can provide CE credit for accountants, practicing attorneys, and financial professionals who utilize sophisticated business and estate planning strategies with their clients. This year’s program features attorneys Patricia Annino and Jeff Chadwick, Law Professor Christopher Hoyt, and New York Life Corporate Vice President Allen Hensley on maximizing wealth transfers through strategic estate planning and gifting solutions amidst impending tax changes, mastering family business dynamics with valuations, agreements, and strategic decisions, maximizing tax savings with retirement distributions, and charitable giving. If you’d like to attend, sign up here and select my name [or venue name] from the list of venues. You also can preview the program here. I look forward to seeing you there and sharing ideas on how we can better serve our clients!(signature) This presentation is for the general information and education of professional advisors who work with agents of New York Life. It is not intended for the general public. It discusses current developments and sets forth generally accepted concepts or principles. No attempt is made to offer legal, accounting, tax, valuation, financial planning, investment, asset allocation, or other professional advice, or to set forth solutions to individual problems. New York Life, its agents, or employees may not offer tax, legal, or accounting advice. The speakers and presenters appearing at this seminar are solely responsible for the content of their presentations, which may not necessarily represent the views of New York Life. Winstead PC, Rimon, P.C., and the University of Missouri are not owned or operated by New York Life Insurance Company or its affiliates. The Nautilus Group® is a service of New York Life. ©2024 New York Life Insurance Company. All rights reserved. SMRU 6936780 (exp. 11/06/2024)

Case study video URL: https://vimeo.com/990269410/b4c1cd3610?share=copy.

Register here: https://nyladvisors.com/2024as/