OWR Opinion and Principal Financial Group Webinar
OWR Opinion and Principal Financial Group invite you to a joint webinar, hosted on Wednesday June 29, 2022, from 12:30 – 1:30PM via ZOOM, all about learning to simplify group opportunities.
Events – Public
AIM Higher 2023 Producer Conference | May 3-7 2023
We cannot be more excited to start celebrating milestones in person with family and friends and to be bringing back our biannual producer conference to celebrate and appreciate the success of our clients. Join us next year in Scottsdale, AZ, May 3 -7 2023, for a memorable week with new and old friends alike.
CLICK HERE for more information and qualification details.
Website: http://aimcor.dpsincentives.com/owr.html
Why Now? Estate Planning in the Current Tax Environment
In case you missed it,Karen Hofmann Vice President, Advanced Planning Individual Solutions Group, provided the inside track about why NOW is the perfect time for estate planning conversations. It’s a perfect storm for helping clients create estate plans because of rising inflation, low interest rates, low tax rates, and uncertain legislation. Don’t miss this one!
Uncovering Planning Opportunities with a 1040
John Hancock’s newest podcast released April 2022. The tax-filing season presents a great opportunity for planning discussions if you know what to look for.