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CE Credits under review

Hosted by:  Don Hart, VP, Training and Development

Speakers:

• Brad Hyde, Director, Tax and Estate Planning
• Chris Britton, Director, Tax and Estate Planning
• Frank Abate, National Director, Tax and Estate Planning
• Nitin Bansal, Director, Actuarial Support
• Beverly Krzmarcik, Co-owner Oasis Wealth Design Group Inc.

Join the IDC WIN Advanced Estate Planning team for an informative webinar and panel discussion on:

1. Discover the opportunities with the advanced Estate Planning team.
2. IFAs or Not IFAs are they still popular?
3. RCAs are they worth it?
4. Reactions to the 2023 Budget
5. “The Advisor Experience” with Beverly Krzmarcik

“Ask the Expert” panel discussion and pose your questions live to our in-house Estate Planning experts!