Jon Forster Discusses Tax Trends at Life Insurance Distribution Group Symposium

News / March 21, 2023

On March 21, 2023, Partner Jon Forster presents a talk titled “Tax Trends That Will Significantly Impact Successful Families and Their Legacies” at the First Financial Resources 2023 Symposium in Laguna Beach, California.

Forster will highlight tax trends that affect families and their advisors, sharing must-know information to advance client relationships and providing transferrable business ideas.

More information.

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