On-line practice improvement charrettes meld collaboration with best practices.
In collaboration with Cetera Wealth Management, Prosperity Network of Advisors is pleased to launch Season 3 of its Prosperity Growth Lab series.
Tuesday, March 28, 2023 ... 11:00am - 12:00pm (CST)
Tax Update, Secure Act 2.0 and Financial Planning Considerations
We will close out the first quarter Growth Labs by having a Tax Update from Stan Smiley, Head of Advance Planning, Cetera Financial Group.
A brief summary of our March Growth Lab:
- There are many new rules and regulations that you may not be aware of within your practice.
- He will touch upon key items for you to consider while doing financial planning with your clientele.
- Implications of a divided U.S. Congress on tax policy
Stan Smiley is the Senior Vice President of the Advanced Planning Groupw for Cetera Financial Group. Utilizing more than 30 years of legal and estate business planning experience, Stan and his team provide consultative services for select financial professionals, who are focused on tax planning for highly compensated individuals, and estate planning and wealth preservation strategies for high-net-worth clients and family wealth transfers.
As a Wealth Management Consultant, Brandon Hamil is responsible for development of advisory sales within his region for Cetera Financial Group. His primary role is to collaborate with investment adviser representatives to promote the increase of assets under management within Cetera’s advisory programs. His responsibilities include education on sales ideas and techniques as well as helping investment adviser representatives to improve their overall business.
After registering, you will receive a confirmation email containing information about joining the webinar.
*For registered rep use only
Each Zoom session is scheduled for a minimum of 45 minutes and a maximum of 60. Members will be notified via email with Zoom meeting details and specific content on each session.