Share
Share today's newsletter with a colleague and get credit if they sign up for SmartBrief.

Story being shared
Free webinar: Proactive Planning in Preparation for 2013
In this free webinar, Proactive Planning in Preparation for 2013, to be held 1 to 2:30 p.m. ET on May 9, you will learn about a multitude of planning opportunities that need to be considered and tips on creating a plan with your clients now so that they are ready. This year presents an unprecedented opportunity for you to differentiate your firm and your services. It is important that you show to your clients the significant value you provide by having all of their financial planning needs in mind, including retirement, estate, tax, investment and insurance planning. With so many unknowns in 2013 compounded by an election year, your clients need to take advantage of the many financial planning avenues now to avoid missing crucial opportunities to protect their nest egg and increase their net worth. Register now for this free webinar.

Or we can send an email on your behalf
You must submit valid email addresses only. Use of email addresses is subject to terms of SmartBrief's privacy policy .