A Professional Association of Insurance and Financial Advisors
We invite you to join us for a Continuing Education Class
CE CLASS: “Taxing Times: Six Important Strategies for the Current Tax Environment”
1-hr. CE Class: Credit for Florida insurance, CFP, CIMA and CPE. Approved for Investments & Wealth Institute CE.
Florida CE Course #: 116667
Course Authority: Generic Life, Health and Variable
Course Level: Intermediate
Presented By: Allianz Life Insurance Company of North America
Description: While clients may find comfort in larger balances in their retirement plans, they may not appreciate the effect taxes will have on their retirement income. The closer a client gets to retirement, the more important it is to hold conversations regarding strategies for decreasing future taxation.
We invite you to a CE event for “Taxing Times: Six Important Strategies for the Current Tax Environment” where we will introduce varying approaches to consider to potentially position your client for enhancing income while reducing taxes.
Please use the registration link below and sign up today to become better equipped to help clients understand the need to consider one or all six taxation strategies with their tax advisor. Implementing these strategies in their drawdown scenarios can help lessen their tax burden and reach their retirement goals.
Date: Wednesday, March 16, 2022
Time: 11:00 AM, Registration and Lunch
12:00 PM, 1-Hr CE Class
Location: Fort Lauderdale Country Club
415 E. Country Club Circle
Fort Lauderdale, FL 33317
Meeting Type: On-Site
Pre-Registration is required, RSVP today
CHARGE – MEMBER
Lunch – $28.00
CHARGE – MEMBER
Lunch – $40.00
ADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED
It is your responsibility to verify the CE course is not a repeat of a prior course, taken less than two years from the previous one. The Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx
Note: You must arrive on time for the CE Class to receive credit. Anyone arriving after 5 minutes into the class will not receive CE credit. Please know your license number, and bring a photo ID.
For more information, contact NAIFA-Broward Association Executive Rhonda Milrot at 954-753-2262, or firstname.lastname@example.org
SAVE THE DATE!
4/20/22 Hybrid Meeting, (via Zoom or In-Person lunch at Fort Lauderdale Country Club) ; 1-hr. CE Class, Titled: Solutions for Business Owners. This course for financial advisors will explain a broad range of goals and solutions that advisors can provide to business owners, to help them manage risk and meet their business objectives. Participants will also learn about income tax, regulatory and practical implications that affect the clients’ needs and each type of solution.