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Webinar: Looking Forward: Current Trends in Tax & Estate Planning

September 10, 2020
2:00 PM EDT

Speakers: Bryon W. Harmon

When:
September 10, 2020
2:00 PM EDT
Where:

Webinar

Bryon Harmon will lead the discussion during the Dimensional Bank Trust Group webinar, "Looking Forward: Current Trends in Tax & Estate Planning." 

The current health crisis, market conditions, and upcoming elections have prompted many investors to re-visit their tax and estate plan. To help address these concerns, the Dimensional Bank Trust Group is pleased to invite you to a webcast focused on current estate planning trends and potential tax code changes.

Topics to be discussed include:

  • Upcoming elections and tax planning
  • Taking advantage of low-interest rates
  • Key takeaways for client conversations

For more information or to register, please click here.

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