Chapter Meeting: Bring Your "A" Game Panel

  • 05/09/2013
  • 7:30 AM - 10:00 AM
  • Villa Christina


Sorry, online registration is now closed.  Please call (770) 516-0207 for assistance.

Thursday, May 9, 2013
7:30 am - 10:00 am
 1 hr. CE (GA Ins., CFP, CLE, CPE, CIE, PACE) applied for

Featuring:  Gary Bottoms, The Bottoms Group; Doug Duncan, Lefkoff Duncan Grimes McSwain & Hass; Roy Cranman, Capitas Distributors

Villa Christina
4000 Summit Boulevard
Atlanta, GA  30319

FREE to FSP Members
Non-members $35
Students $15

This panel of experts will review the latest developments in income tax law and health care reform and explore the implications for how financial advisors can best serve their clients' needs in light of today's legislative and economic realities.  Topics will include:
  • Review of recent ATRA and other legislative changes
  • Opportunities created and limited by ATRA
  • Realigning financial planning to focus on non-tax needs such as asset protection, business succession, family planning, wealth transfer, etc.
  • Implications for estate planning approaches and processes
  • Overview of healthcare reform and impact on financial services offerings
  • Affect of these changes on the client/advisor relationship
  • Outlook for the future of the financial services industry
  • Interactive discussion of adaptations and strategies for success

Powered by Wild Apricot Membership Software