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Unlocking Sophisticated Insurance Planning Strategies
CPS Private Client Solutions
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Time & Location
05 Sept 2024, 11:00 am – 12:00 pm
Webinar
About the event
Join moderator Greg Kushner, Founder and Chairman of Lido Consulting and speakers Lee Conti Jr. and Matthew Gancy, CLU® of CPS Insurance for a discussion on:
- Wealth Preservation Strategies to consider before the TCJA sunsets in 2026
- Optimizing existing insurance premiums to align with financial goals
- How a recent surprise Supreme Court decision radically changes buy/sell arrangements
Get in touch
1875 Century Park East,
Suite 950
Los Angeles, CA 90067
Phone: 310.278.8232
Copyright © 2023 | Lido Consulting Group, LLC. an affiliate of Lido Advisors, LLC, provides and promotes educational and professional networking events and forums. Lido Consulting Group, LLC. does not offer advice on investments, and nothing reflected herein is a recommendation of or offer to sell or buy securities.
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