Our 16th annual Advisors Series for Estate and Wealth Management Professionals on Nov. 10 featured Paul S. Lee, Chief Tax Strategist with Northern Trust Wealth Management, who presented "Top Planning Ideas Today: COVID, Congress, Charity." The 2022 presentation materials are available online. You can click here to view slides presented by guest speaker Paul Lee during our 16th annual Advisors Series for Estate and Wealth Management Professionals in downtown Dallas.
Share