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2022 Year-End Planning Strategies (CE)

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We know clients expect financial professionals to proactively help them organize their financial affairs and deliver experiential alpha. Join John Nersesian, head of Advisor Education, in this 1-hour CE presentation as he reviews actionable strategies for year-end conversations. This session provides strategies for tax planning, charitable giving, retirement, and portfolio management, including how to:
  • Identify a checklist of planning strategies for year-end discussions
  • Add value to client relationships by providing an organized and timely service


PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.

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CMR2022-1019-2524222