Over the next two decades, we’ll see a record-breaking transfer of assets from one generation to the next. However, the result could be a record-breaking tax burden for the beneficiaries. Now more than ever, it’s important to create control for your clients and their beneficiaries. The key is to look at what your clients will have for retirement after taxes and inflation – and make sure the IRS at the back of the line. Join us to hear:
- Case studies that highlight new, untapped and hidden opportunities for 2019
- Strategies to control taxes for your clients and their family members – who could be your next clients
- How you can make yourself more referable than your competition
About the Speaker
Since joining Lincoln Financial in 1996, Patti has filled numerous roles. Currently a part of Lincoln’s Annuity Advanced Sales Team, she has a strong desire to continually learn in order to provide the best support and guidance to advisors. Prior to joining Lincoln, she held a variety of roles in the financial arena including financial advisor, research assistant to a private money manager and registered assistant.