Planning Strategies for a Changing Tax Environment

April 22, 2021
12:00 PM - 1:00 PM
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Zoom Conference


Planning Strategies for a Changing Tax Environment
Presented by Sam Rocke, SVP Protection of Ash Brokerage
Sponsored by Palladium Group

We are very pleased to announce that Sam Rocke of Ash Brokerage will be the guest presenter at our next chapter meeting on April 22, 2021.

The 2021 tax landscape is constantly evolving. Join Sam as he breaks down the proposed tax changes and offers planning strategies to help mitigate the tax risk to your clients’ portfolios. During this session, Sam will discuss how these proposed tax changes will impact estate planning and income tax planning.

Sam Rocke is driven to provide the best possible results for individuals, families, and businesses as they acquire insurance coverage. As leader of the life insurance sales support teams at Ash Brokerage, his teams help advisors navigate product recommendations, objectively evaluate existing coverage, and craft planning recommendations for their clients.

In addition to his experience as a marketing consultant for Ash Brokerage, Sam got his career started in private insurance production, working primarily in the estate planning market. A graduate of Samford University, he has a bachelor’s degree in biochemistry, and he’s also a Certified Financial Planner™.

The April 2021 chapter meeting will be held virtually via Zoom to continue to e to take the necessary precautions against the spread of COVID-19. Please follow the link to register!

1 hour of CFP® credit approved
No charge for this meeting.

Thursday, April 22nd, 2021
12:00 - 1:00PM CST