Join Jason Jafferis, MBA, Regional Vice President for Prudential, to learn how simple, value-added steps can open doors for business owner planning. Annual reviews can also set up opportunities to
Event Details
Join Jason Jafferis, MBA, Regional Vice President for Prudential, to learn how simple, value-added steps can open doors for business owner planning. Annual reviews can also set up opportunities to enhance your client’s planning and potentially uncover gaps and unforeseen tax exposure that could be significant.