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Webinar: The Great Re-Evaluation

Wipfli Insights Team
Jun 16, 2022

We’re almost halfway through 2022 and the pandemic has been a game changer for many of us. Whether it’s where we live, how we work, or what our legacy will be – people are reevaluating their lives and how they live them.

In this panel of experts discussion, you’ll hear the latest on tax, estate planning and retirement – and how potential changes might affect the many facets of your financial health.



Securing your legacy: Estate planning and gift tax exemption sunset
3 ways to maximize your estate tax exemptions before the sunset
Secure your estate ahead of the lifetime exemption sunset