Jim silbernagel

Jim Silbernagel, CFP®, LUTCF

Host of RealWealth® and Power Session LIVE

Title: Charitable Planning Opportunities for the Middle Class

MDRT TOT Advisor Jim Silbernagel Presents:

During this one hour presentation, Jim will discuss:

  • How to Avoid Capital Gains Tax 
  • Large Life Insurance Sales Opportunities 
  • How to Create Assets for You to Manage 
  • Tax-Free Roth Conversion Strategies 
  • How to Create Tax Deductions for Your Clients 
  • How to Help Your Clients Make an Impact with their Favorite Charity 
Learn more about Jim