Uncharted Territory: Biden's Proposed Tax Policy

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Includes a Live Event on 05/18/2021 at 1:00 PM (EDT)

Join us for a special presentation, Uncharted Territory: Biden’s Proposed Tax Policy, to gain a better understanding of his tax proposal and how to leverage it successfully within your financial planning practice.

During this presentation, we will:
•    Provide an Overview of Biden’s Tax Proposal
•    Highlight Major Changes and the Potential Impact of Each
•    Explore Planning Opportunities
•    Share Strategies to Engage Prospects by Talking About Taxes

Daniel Gregoire

Lead Trainer, RightCapital Financial Planning Software

Daniel is the Lead Trainer at RightCapital Financial Planning Software. During his three years with RightCapital he has become a product expert and enjoys sharing his knowledge with advisors. His is responsible for producing Help Center Content, Training Videos & Webinars for RightCapital Users.


Uncharted Territory: Biden's Proposed Tax Policy
05/18/2021 at 1:00 PM (EDT)   |  60 minutes
05/18/2021 at 1:00 PM (EDT)   |  60 minutes
CFP CE Credit
1 Question
1 Question To receive CFP CE Credit, please provide your CFP number or the last four digits of your Social Security Number. You must attend the live webinar for a minimum of 50 minutes to qualify for CFP CE Credit.
CE Credit and Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available