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9:00-10:00 a.m. - Session I

Marriage and Money: Financial Considerations for Spouses
Presented by: Joe Sullivan, CFP®, ChFC, CLU®, Senior Sales Consultant, Transamerica

Married couples account for a large percentage of investors who receive financial guidance from a financial professional, which is why understanding the rules and strategies specific to married clients is essential.  From Social Security and Medicare, to divorce, dementia, and death, this presentation provides strategies for serving and retaining your most-valued asset: married couples and their families.

(One hour of CFP® & PA Insurance CE Pending) 

10:00-10:30 a.m.. - Break
10:30-11:30 a.m. - Session II 

Estate & Charitable Planning Before Year End (and before 2026)
Presented by: Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, Faegre Drinker Biddle & Reath LLP

This session will discuss key estate and charitable strategies to review before the end of the year.  With legislation constantly changing, these are strategies we want to stay on top of as a professional. Among other things we will cover:

  • planning tax-efficient transfers and strategies to minimize personal income
  • gift, fiduciary and estate taxes
  • partnering on business succession and growth needs
  • making the right estate planning decisions for your clients

(One hour of CFP® & PA Insurance CE Pending)