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FPA of North Alabama presents Planning Strategies for a Changing Tax Environment
We are very pleased to announce that Sam Rocke of Ash Brokerage will be the guest presenter at our next chapter meeting on April 22, 2021.
The 2021 tax landscape is constantly evolving. Join Sam as he breaks down the proposed tax changes and offers planning strategies to help mitigate the tax risk to your clients’ portfolios. During this session, Sam will discuss how these proposed tax changes will impact estate planning and income tax planning.

Apr 22, 2021 12:00 PM in Central Time (US and Canada)

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Speakers

Sam Rocke
SVP, Protection @Ash Brokerage
Sam Rocke is driven to provide the best possible results for individuals, families, and businesses as they acquire insurance coverage. As leader of the life insurance sales support teams at Ash Brokerage, his teams help advisors navigate product recommendations, objectively evaluate existing coverage, and craft planning recommendations for their clients. In addition to his experience as a marketing consultant for Ash Brokerage, Sam got his career started in private insurance production, working primarily in the estate planning market. A graduate of Samford University, he has a bachelor’s degree in biochemistry, and he’s also a Certified Financial Planner™. Sam and his wife, Abbey, have three sons, Levi, Jacob and Aaron. In his free time, he enjoys running, playing golf and spending time with his family.