This is a complimentary program sponsored by Northwestern Mutual.

Northwestern Mutual invites you to participate in a live webinar presented by its Advanced Planning team on generational wealth planning. Our experts will share the strategies being evaluated by clients and walk-through planning scenarios for clients to consider.
What are the important generational wealth planning conversations to be having with clients today? How are clients managing taxes, both income and transfer taxes, for generational wealth transfers? What should clients do if they are not subject to a federal estate tax under the current law, but would if it sunsets as scheduled? This webinar will discuss these important questions and solutions that can help clients minimize their overall tax burden.
Educational Objectives:
• Be able to evaluate the choices clients are making to minimize federal income taxes (including capital gain tax) and the trade-offs that may occur when trying to minimize estate tax.
• Understand traps and opportunities when using life insurance to facilitate business succession.
Who would benefit most from attending this program?
This program is designed for attorneys, accountants, and CFP® practitioners who want to learn more about income tax (including capital gain tax) planning and how it affects their clients’ estate planning. It also helps those who work with business owners. Attorneys, accountants and CFP® practitioners will also receive continuing education credit for their participation. Insurance continuing education will not be offered.