2024 Advisor Symposium
New York Life’s 2024 Advisor Symposium was held on November 6th. Featured presenters included attorneys Patricia Annino and Jeff Chadwick, Law Professor Christopher Hoyt, and NYL’s Corporate Vice President Allen Hensley. Topics covered: maximizing wealth transfers through strategic estate planning and gifting solutions amidst impending tax changes; mastering family business dynamics with valuations, agreements, and strategic decisions; and maximizing tax savings with retirement distributions and charitable giving.
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SMRU 6966294 (exp. 12.31.2025)