2022 Advisor Symposium

Save the date: Wednesday, November 9th 1:00 - 4:30 p.m. Eastern

I will be hosting the 2022 Advisor Symposium on Wednesday, November 9, from 1:00-4:30 p.m. Eastern, and you are invited to be my guest!?

This unique continuing education event, designed for accountants and practicing attorneys, will feature nationally known CPA Robert Keebler and Professor of Law Christopher Hoyt discussing the new RMD regulations in the context of proposed legislative changes (SECURE 2.0), along with New York Life professional consultants Greg Holmgren and Matt Pate on how split-dollar life insurance and charitable remainder trusts can help minimize a client’s tax burden and secure the family’s financial legacy.

To register to attend, see the detailed agenda attached and use the link to sign up, selecting the venue with my name.?I look forward to seeing you in person on November 9th. ?

Program description: This program is prepared for the general information and education of accountants, attorneys, and other financial services advisors to enhance their professional knowledge in federal tax related matters.?It is not intended for the general public.?See program agenda above for specific topics and presenters.

Learning objectives: Participants who complete this course will be able to recognize the responsibilities of a fiduciary; address regulations imposed by the SECURE Act; maximize IRAs to benefit both a second spouse and children from a prior marriage; anticipate how pending legislative changes in tax law may affect estate tax exemptions; understand how to use split-dollar life insurance as a planning tool; “stretch” an inherited IRA by using tax-exempt CRTs; and use life insurance to accomplish clients’ estate planning objectives.?

Program level: Intermediate.?Prerequisites: Practicing accountants and attorneys with one (1) year of related experience.?Advanced preparation: None required.?Delivery method: Group-Live.?Recommended CPE credit and field of study: Participants will earn 3.5 CPE credits in the category “Taxes.”??

Registration requirements: To register for this program, go to www.NYLAdvisors.com/2022as.? ?

Refund policy: There is no fee for attending this program.?Complaint resolution policy: For more information regarding registration, refund, complaint, and program cancellation, please contact New York Life Insurance Company representative Heather Davis at 972-720-6704.?New York Life Insurance Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.?State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.?

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.?No attempt is made to offer legal, accounting, tax, valuation, financial planning, investment, asset allocation, or other professional advice, or to set forth solutions to individual problems.?For such advice and specific applications to individual cases, clients should be advised to seek the counsel of their own tax, legal, and accounting professionals. New York Life Insurance Company, its affiliates, agents, and employees may not provide tax, legal, or accounting advice.?The speakers appearing at this seminar are solely responsible for the content of their presentations, which may not represent the views of New York Life.?

This seminar will include discussions of tax-related topics, prepared to assist in the promotion or marketing of the transactions or matters addressed.?It is not intended (and cannot be used by any taxpayer) for the purpose of avoiding IRS penalties that may be imposed upon the taxpayer.?Taxpayers should always seek and rely on the advice of their own independent tax professionals.?Keebler & Associates, LLP, and the University of Missouri Kansas City School of Law are not owned or operated by New York Life Insurance Company or its affiliates.?The Nautilus Group? is a service of New York Life Insurance Company.??2022?New York Life Insurance Company.?All rights reserved.??FOR PROFESSIONAL ADVISOR USE ONLY.??SMRU 1946841?Exp. 11/9/2022

This presentation is for the general information and education of professional advisors who work with agents of New York Life. It is not intended for the general public. It discusses current developments and sets forth generally accepted concepts or principles. No attempt is made to offer legal, accounting, tax, valuation, financial planning, investment, asset allocation, or other professional advice, or to set forth solutions to individual problems. New York Life, its agents or employees may not offer tax, legal, or accounting advice. The speakers and presenters appearing at this seminar are solely responsible for the content of their presentations, which may not necessarily represent the views of New York Life. ?Keebler & Associates, LLP, and the University of Missouri Kansas City School of Law are not owned or operated by New York Life Insurance Company or its affiliates. The Nautilus Group? is a service of New York Life.??2022 New York Life Insurance Company.?All rights reserved.?SMRU 1949813 (exp. 11.9.2022)