On October 7th, 1847Financial – Kansas, Missouri, and Texas hosted an exclusive continuing education (CE) event at 1847Financial’s Houston Headquarters, featuring Bill Bell, JD, MBA, Vice President, Advanced Sales for Penn Mutual. This dynamic one-hour CE session brought together financial professionals from across the industry for a deep dive into two key areas: understanding the Big Beautiful Bill and uncovering actionable estate planning strategies for today’s evolving client landscape.

Managing Principal Paul Rodden introduced Bill Bell, who kicked off the session with a detailed breakdown of the Big Beautiful Bill. With his engaging delivery and real-world perspective, Bill unpacked the important tax provisions affecting high-net-worth individuals, helping attendees translate complex legal changes into clear, value-driven client discussions.

Actionable Estate Planning Strategies – Key Takeaways for Financial Professionals
Following Big Beautiful Bill Content, Bill transitioned into the second half of the session: “Estate Planning for the Rest of Us.” Leveraging his expertise in advanced sales and estate taxation, Bill shared practical insights on:

• Navigating Complex Estate Structures – Understanding how proposed tax changes can affect wealth transfer and legacy planning.
• Integrating Life Insurance as a Strategic Tool – Exploring how well-structured insurance solutions can complement estate strategies without overcomplicating the plan.
• Collaborative Planning Across Disciplines – Encouraging financial professionals to partner with attorneys, CPAs, and other advisors to ensure clients receive cohesive, forward-looking advice.

Bill’s examples, drawn from real-world client scenarios, made the strategies tangible and immediately applicable.

Interactive Q&A: Real-World Scenarios, Real-Time Insights
The highlight of the event was an interactive Q&A session in which financial professionals explored real-world client challenges with Bill in an open forum. From handling complex family dynamics in estate planning to structuring tax-efficient legacy solutions, Bill’s answers provided clarity and confidence for professionals eager to apply these strategies in their practices.

Networking and Knowledge-Sharing Over Brisket
The event provided a relaxed yet highly informative environment where financial professionals could engage with peers and discuss real-world client cases. Combining insights and interactive discussions reinforced the importance of staying ahead in a complex planning environment. Adding a flavorful touch to the day, attendees enjoyed Texas barbecue and sides from a local Houston favorite.

Looking Ahead
1847Financial – Kansas, Missouri, and Texas plans to continue providing education-driven opportunities that help financial professionals elevate their practices and strengthen client relationships.

If you missed this event and would like access to presentation materials or additional resources, please contact Paul Rodden.

Stay tuned for more interactive CE events from 1847Financial, designed to help you stay informed, connected, and ready for what’s next in our industry.

NAIFA-FSP Webinar Series

Tuesday, September 30, 2025

11:00 a.m. - 12:00 p.m. Central

(12:00 p.m. - 1:00 p.m. Eastern)

Registration Cost:

FREE for Members

$59 for Non-Members

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

*Registration Fee includes live webinar, and access to the archived program

Cognitive decline can have a profound and lasting impact on individuals, families, and caregivers. Join us for a meaningful conversation that will equip you with tools to prepare for the road ahead. In this live webinar, we’ll explore how lifetime long-term care coverage can provide peace of mind and lasting protection — especially when facing conditions like Alzheimer’s and dementia. Don't miss this opportunity to deepen your knowledge and better support your clients through one of life’s most challenging journeys.

You will learn:

• Why lifetime coverage may be the most critical feature in long-term care planning
• Insights into brain health and Alzheimer's disease and the duration from onset, medical sciences behind cognitive decline.
• Real-world examples from long-term care claim specialists
• Actionable insights for guiding clients toward better long-term care planning
  

Learn more and register

Social Security remains one of the most important and often misunderstood components of retirement income planning. For financial professionals, helping clients navigate the complex claiming rules and optimize their benefits can make a meaningful difference in their long-term financial security.

Join us on Wednesday, August 6, 2025, from 12:00 to 1:00 pm Eastern for a webinar with Martha Shedden, RSSA, CRPC, President and Co-founder of the National Association of Registered Social Security Analysts. This webinar is free for both members and non-members, thanks to co-sponsorship by RSSA.

Martha will break down the most frequently overlooked rules and strategies in Social Security planning. Through real-world case examples, she will highlight the critical claiming decisions that can significantly impact a client’s lifetime benefits. Whether working with single individuals, married couples, or widowed and divorced retirees, financial professionals will walk away with practical tools to guide better client outcomes.

This webinar will explore:

• Common Social Security terms, acronyms, and benefit calculation methods.
• Key reductions and credits tied to age and employment status.
• How to help singles, couples, and divorced and widowed clients maximize their benefits.
• Who qualifies for dependent benefits and how those amounts are determined.
• Claiming strategies for widows and widowers with dual eligibility.
• How life expectancy and timing decisions can affect lifetime payouts.

Do not let your clients leave money on the table. Learn how to confidently lead Social Security conversations and identify the best course of action for each unique situation. Register today and unlock strategies that can elevate your retirement planning expertise.