Join us for this CFP CE credit eligible webinar with Right Capital.
Looking for new strategies to help deliver more value to your clients by saving on taxes? Join RightCapital as we review tax-smart saving strategies and how they can be combined with tax-efficient distribution to become an even more powerful tool. In this webinar you will learn:
The differences and benefits of 4 tax-smart saving strategies and what they mean for your clients
How to combine these strategies with tax-efficient distribution
How to put these strategies into action with a case study review