Webinar: Looking Forward: Current Trends in Tax & Estate Planning
Webinar
September 10, 2020
Bryon Harmon will lead the discussion during the Dimensional Bank Trust Group webinar, "Looking Forward: Current Trends in Tax & Estate Planning."
The current health crisis, market conditions, and upcoming elections have prompted many investors to re-visit their tax and estate plan. To help address these concerns, the Dimensional Bank Trust Group is pleased to invite you to a webcast focused on current estate planning trends and potential tax code changes.
Topics to be discussed include:
- Upcoming elections and tax planning
- Taking advantage of low-interest rates
- Key takeaways for client conversations
For more information or to register, please click here.