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1 CE Credit, except in QC

Presenter:  John Natale, Head of Tax, Retirement & Estate Planning Services, Wealth

Tax & Estate Planning in Action – Lessons Learned Using a Case Study Approach

“By Failing to prepare, you are preparing to fail.” (Benjamin Franklin). “Someone’s sitting in the shade today because someone planted a tree a long time ago.” (Warren Buffett). Two of the most famous planning expressions that are so often true. John Natale will discuss several real life examples which demonstrate the consequences from a tax and estate planning perspective of not listening to Mr. Franklin. John will review the mistakes made and discuss different alternatives and solutions so that your clients reflect the wisdom of Mr. Buffett and by doing so ensure your clients aren’t the next case study!!!”