UPCOMING WEBINAR

Investment Edge: 2025 Trends & Updates

With Howard Sharfman, Dave O'Malley,

February XX, 11:30 am-12:30 pm CT

Our Presenters

Howard Sharfman

Senior Managing Director

NFP Insurance Solutions

Howard manages one of the premier and largest wealth transfer consulting and planning firms in the country and has been recognized as one of the top financial security professionals in the country by Forbes. Howard's practice is focused on servicing families with multi-generational wealth, family offices, private equity managers, and the advisors who serve ultra-high net worth clients.

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Let's discuss end of year tax planning for your clients.

Join us for an engaging webinar featuring insights from leading professionals in the insurance industry. We’ll discuss the latest trends and opportunities in investment and insurance planning.

Reserve My Spot

What We'll Discuss

Market Trends

and Updated

Learn how the TCJA impacts estate planning strategies and what you need to know to optimize your clients' plans.

Innovative Solutions

Explore tax-efficient strategies for charitable giving that align with your clients' philanthropic and financial goals.

Comprehensive Investment Portfolios

Discover how cash-balance plans offer substantial tax savings and retirement benefits for high-income clients.