March Program Meeting

5 Financial Planning Strategies to 
Help Navigate the Current Crisis

presented by:

The Coronavirus, economic downturn, low interest environment and increased market volatility has many Americans feeling nervous and uncertain. This presentation will discuss 5 strategies to help clients navigate the current crisis. The course focuses on equipping financial professionals with talking points to help clients through this uncertain and unsettling times with retirement, investment, tax and estate planning strategies

 Stephen Gilbert's presenation will cover the new Consolidated Appropriations Act of 2021, the likelihood of changes in tax law, the Biden Tax Proposals, Leveraging Annuities in Legacy Planning, and Strategic Roth Strategies.

1 CE Credit

Eligible for (1) CFP®, CFS, CIMA, CLU/ChFC, CPWA and NYS Insurance Credit 

Presented by:
Stephen Gilbert, CFP®, CLU®, ChFC®, CMFC®
Manager, Advanced Planning Group
Prudential Annuities®
Steve possesses a broad depth of experience that comes from 17 years of service in the financial services industry. As part of Prudential Annuities’ Advanced Planning and Solutions team, Steve works extensively with financial professionals aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning. In addition to providing support to financial professionals, Steve works alongside the Prudential Annuities National Sales Desk to provide support to the Prudential Annuities Sales and Distribution organization.

Before joining Prudential Annuities, Steve was part of MassMutual’s Retirement Income Group, where he led the sales initiative for a group breaking Investment Advisory Retirement Income
Management Account. Prior to that, he headed up the 403(b) sales group at MassMutual. He also worked with ING Financial Services as a Brokerage Relationship Manager, and started his career 
as a financial advisor with John Hancock Financial Services.

Steve earned his B.S., from The Pennsylvania State University in Business Management, and is working on his M.B.A. from the University of Connecticut. He has attained his CFP®, CLU, ChFC, and
CMFC designations. He also holds his FINRA Series 7, 6, 63, and 26 registrations, as well as his life and health license. He is a member of the Financial Planning Association.

Pricing:

Member: $18
Non-Member: $36