New York Lie and Eagle Strategies hosts 2022 Advisory Symposium – Nov 9
Dear All Valued Accountants and Lawyers in the field,
We will be hosting the 2022 Advisor Symposium on Wednesday, November 9, from 10:00 AM-1:30 PM (PST), and you are invited to be my guest!
This unique continuing education event, designed for accountants and practicing attorneys, will feature nationally known CPA Robert Keebler and Professor of Law Christopher Hoyt discussing the new RMD regulations in the context of proposed legislative changes (SECURE 2.0), along with New York Life professional consultants Greg Holmgren and Matt Pate on how split-dollar life insurance and charitable remainder trusts can help minimize a client’s tax burden and secure the family’s financial legacy.
To register to attend, Please see attached the detailed agenda and use the link to sign up, selecting the Glendale venue with my name, Christine Lee. I look forward to having you on November 9th.
Please click here for a PDF of information on the New York Life 2022 Advisory Symposium
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