Jan. 30, 2026
Tony Sirianni with LPL Financial’s EVP, Wealth Planning and Trust, Tara Popernik
This week, AdvisorHub’s CEO, Tony Sirianni talks with LPL Financial’s EVP, Wealth Planning and Trust, Tara Popernik. The two discuss preparing your clients for “what if” scenarios, decisions around inheritance, income tax advantages and disadvantages, navigating liquidity planning, and managing capital gains exposure.