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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
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