Session 5: Tax Planning Opportunities with Linas Sudzius CLU, ChFC, Advanced Underwriting Consultants
IAMS EVP Curtis Hawks visits with Linas Sudzius to unpack emerging tax planning opportunities tied to the OBBBA and evolving tax laws. Together, they explore what these changes could mean for income planning, retirement strategies, and proactive tax conversations – helping financial professionals stay ahead of policy shifts and better guide clients in an uncertain tax environment.
Speakers
- Curtis HawksExecutive Vice President, CMO, IAMS, Inc.
As the CMO and Executive Vice President of IAMS, Inc. Curtis works with advisors and agents in enhancing their business through a variety of strategies. Drawing on his many years of experience in this industry, Curtis provides business development, marketing, and casework solutions. His focus is on helping agents and their firm achieve their goals, with importance on long-term strategies aimed toward consistent growth.
Local Time
- Timezone: Europe/London
- Date: Feb 04 2026
- Time: 8:00 pm - 8:45 pm
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