Donald Kent & Thomas Pauloski of Bernstein Private Wealth Management
With sweeping changes to the tax law being discussed in Congress, what advice can you provide your clients in this time of uncertainty?
Join Donald Kent and Thomas Pauloski of Bernstein as they discuss the most up to date information on the proposed tax legislation, if any, as well as various wealth preservation tactics and charitable planning techniques to help guide your clients before the end of the year.
This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.
Live-captioning is available through Maryland Relay Service. Generally, 48 hours advance notice is required to set this up. In lieu of registration costs, please consider a donation to the The Associated. The needs of our community continue to grow as the COVID-19 pandemic expands. The Associated is positioned to respond quickly to these needs. Our Annual Campaign needs your financial support now more than ever.
It’s time to get your game on! Join local young adults virtually for a friendly competition involving brain-busting questions and obscure facts knowledge. Sign up individually or as a team. Facilitated by Charm City Trivia.