Our Wealth Planning program provides resources for comprehensive wealth planning discussions. Our specialists share timely, actionable strategies around topic areas such as generating sustainable income in retirement, mitigating the impact of taxes, funding college education and planning for efficient wealth transfer.
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Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces sweeping tax reforms, extending key provisions from the TCJA and adding new deductions and savings opportunities. This flyer outlines the major changes including updates to income tax brackets, SALT deductions, estate tax exclusions and more?along with planning insights for the 2025 tax year and beyond.
A checklist designed to uncover opportunities to minimize taxes and identify other potential benefits.
For a complete list of programs, please select below.
Helping families save for their child’s college education with a comprehensive plan for college savings.
Explore strategies for the efficient transfer of wealth.
Understand the shifting retirement landscape and help clients create plans that generate a sustainable income in retirement.
Learn about actionable planning ideas to mitigate the impact of taxes.
Discover how your firm can benefit from personalized guidance and strategic planning with our experienced specialists.
Director of Wealth Planning, Franklin Templeton Academy
Wealth Planning Consultant, Franklin Templeton
Senior Investments Learning Consultant, Franklin Templeton Academy
Senior Wealth Planning Specialist
A weekly blog authored by Bill Cass, Director of Wealth Planning, CFP®, CPWA®. The blog covers timely topics around financial planning to share with clients.
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. As a financial professional, only you can provide your customers with personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.
Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact your results. Franklin Distributors, LLC. Member FINRA/SIPC. (FD, LLC) cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.
