The Past, Present & Future of Planning: How Policy, Regulation, and Strategy Shape What’s Next

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Join host Joe Pedersen as he welcomes Brett Berg, Vice President of Advanced Planning, and David Burns, Head of U.S. Government Affairs for Prudential, for a thought-provoking panel discussion that bridges the past, present, and future of financial and estate planning.

They’ll unpack the legislative milestones that shaped today’s environment, the current trends influencing advisor strategies, and what’s on the horizon for planning in an evolving regulatory landscape.

• Gain insights into emerging legislative priorities
• Understand how historical policy shifts continue to impact planning today
• Learn strategies to prepare clients for what’s coming next