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Managing Retirement Tax Issues

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Steven Sweeney, CFP, CLU, ChFC, RICP – Allianz ### 2033643###Presenter###Vice President, Advances Markets and Solutions###Allianz###
Presenter: Steven Sweeney, CFP, CLU, ChFC, RICP – Allianz
###
Moving Clients Toward Intentional Giving

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Erinn Andrews (she/her/hers) – GiveTeam ### 2032988###Speaker###CEO, Founder###GiveTeam###
Speaker: Erinn Andrews (she/her/hers) – GiveTeam
### she/her/hers