Jeff Scroggin discusses evolving trends in tax and estate planning, and focuses on specific legal rulings and changes that affect both the average client, and the affluent client. The focus is on the practical ramifications on the changing tax and estate planning environmental, and how financial planners should advise their clients in reacting to specific changes and demographic trends.

Overview: General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Course Information
Course Date:
October 03, 2018
Course Objectives
  • Understand how the evolving tax laws will impact their clients and the investment choices they make
  • Gain practical insights to the trends that are changing how clients and their advisors address their estate planning
  • Recognize the practical traps and opportunities in this evolving environment, including obtaining ideas that they can immediately apply to their client representations
FPA Annual Conference 2018: Evolving Trends and Changing Laws
Speaker Information
John J. Scroggin, J.D., LL.M., AEP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00