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Transamerica: Advanced Markets

March 17 @ 1:00 pm - 2:00 pm

Many clients expect their financial professionals to take a holistic approach to empower them to meet their goals. Tax time presents a great opportunity for a 1040 review to help clients better understand their tax situation and help yourself uncover protection gaps and opportunities for tax diversification. Because things can change, it is also a great time to have a conversation with clients about life events and conduct a beneficiary designation review to ensure everything stays in order.