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Come to the event designed to help independent advisors leverage the most powerful topic in the market today, taxes in retirement. Learn how to provide the right product mix and get help strategically partnering with licensed tax professionals to help address all your clients tax concerns. This event will provide the education, marketing and sales process necessary to successfully drive new business.

Get the knowledge base you need to:

  • Answer the most commonly asked questions affluent prospects have about tax advantaged products in retirement
  • Address the most powerful tax concerns of the prospects you want as clients
  • Help them reduce their tax obligations in retirement by offering the right product mix or connecting with helpful tax professionals

Learn how to effectively market and conduct an educational based, tax awareness workshop.  Learn more about:

  • The mailer and strategy that packs the room with highly qualified prospects
  • The content that targets the right people
  • How a consistent $30M+ producer presents this engaging tax workshop
  • How to give this turn key presentation with confidence and book appointments

The successful sales process to help clients and grow business

  • How to convert the prospects for your workshops into actual clients that you can help
  • Learn from a trusted CFP® on how partnering with tax professionals can help you elevate your business
  • Learn how to effectively help your clients through the Roth Conversion process

The purpose of this event is to provide valuable and actionable content specifically targeted to advisors that are wanting to grow their business and help an even wider client base.

Secure your spot for this unique tax planning educational event and get the knowledge you need to succeed!