At NAIFA, we take our duty of service to the industry seriously. Some issues are so important that they need to be shared with everyone for the betterment of the profession. That is why we are offering this critical element to all financial professionals.
Elevate your client discussions with our focused webinar on the now-enacted HR 1! Designed for financial professionals, this session will equip you with the insights to confidently guide clients through the new tax and retirement planning landscape.
Perfect for advisors who want to turn HR 1 updates into meaningful, client-focused conversations. Limited spots – secure yours now!
Date: Thursday, July 24th
Time: 12:00 p.m. Eastern
Featuring: Kathleen Bilderback (Counsel, Sandberg Phoenix)
Nick Sutter (Associate, Steptoe)
Kathleen specializes in estate, business and executive benefits planning, and estate and executive compensation planning with life insurance.
Formerly, she was a member of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice.
Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from the Washington University School of Law in St. Louis.
She is licensed to practice in Missouri, Illinois, and Pennsylvania.
Nick Sutter advises clients on a broad range of federal tax matters, including issues related to tax policy, tax controversy, transfer pricing, and tax-exempt organizations. Nick works with several clients related to the implementation and application of the new and expanded energy incentives included in the Inflation Reduction Act, including solar, hydrogen, carbon capture and sequestration, and manufacturing tax credits. His experience includes legislative and policy advocacy before Congress and the Department of Treasury as well as assisting clients with tax controversy matters in the Internal Revenue Service administrative process and federal courts. Nick also advises clients on government affairs issues, including legislative strategy and process.Before joining Steptoe, Nick was Director of Government Relations at a Washington DC lobbying firm, where he represented companies and trade associations in the energy, financial services, automotive, and transportation sectors. Prior to that, Nick worked on Capitol Hill for seven years for Senator Maria Cantwell, the Senate Committee on Energy & Natural Resources, and the Senate Committee on Small Business & Entrepreneurship.
