ADD VALUE TO CLIENTS & ATTRACT MORE THROUGH TAX MANAGEMENT
92% of wealthy investors expect their wealth manager to provide tax planning advice,
but only 25% are actually receiving that service*
There is an amazing opportunity to win business through tax management — get started with The Tax Management Journey® training in person for advisors and potentially available via livestream for additional team members*.
EXPAND YOUR BUSINESS. ADD VALUE TO CLIENTS. DIFFERENTIATE YOURSELF.
This comprehensive tax management training course will give you the marketing tools and planning strategies to help your prospects and clients understand the true value of hiring you as their tax and financial advisor.
You'll learn a systematic, scalable, and proven approach to tax management that will allow you to:
- Differentiate yourself from other advisors and tax professionals
- Charge higher planning fees
- Enhance client retention
- Attract higher-net-worth clients
NO TAX PRACTICE NEEDED!
The best part is you don't even need a tax background to get started!
After attending this training course, you'll be more confident while engaging in tax management with your prospects and clients; and provide more valuable advice by integrating their tax, financial, investment, and insurance into one overall plan.
PLUS! Included with the one-day comprehensive tax management training course:
- E-Learning course access for training and reinforcement
- The Tax Management Journey® client-facing tools
- Point-of-sale resources
- Two consumer seminars (Taxes in Retirement and Tax Management Today)
- A proven method to fill consumer seminars for Taxes in Retirement
- The Tax Management Journey® Tax Guide
- A 30% discount for Retirement NextGen software
- A 10% discount on Holistiplan Tax software
- An exclusive invite to our fun-filled C2Palooza event after training on September 11
You can earn 7-8 CEUs by attending this training
*for EA, CPA, and CFP® designations and licensed insurance advisors
EXCLUSIVE INVITE TO C2PALOOZA!
When you register for The Tax Management Journey®, you’re also invited to C2Palooza — a
complimentary fun-filled evening to with fellow advisors at Jason Smith’s house.
Enjoy a variety of thrilling outdoor activities, delicious food, groovy music, and more in this friendly setting following training on September 11.
Don’t wait to register — these training slots fill up fast, especially with this extravagant event included!
*https://www.advisorperspectives.com/articles/2024/04/22/high-net-worth-investors-from-advisors
TRAINERS
Founder of The Tax Management Journey®, Dave Alison, and veteran tax planning expert, Christopher Woehrle, will lead you on your journey
Dave Alison, CFP®, EA, BPC
President & Founding Partner | C2P Enterprises
Founder | Alison Wealth Management
Christopher P. Woehrle, JD, LL.M (Tax)
Professor & Chair, Department of Tax & Estate Planning
College for Financial Planning, Centennial, CO
&
Adjunct Professor of Taxation
Widger School of Law - Villanova University, Villanova, PA
REGISTRATION ENDS AUGUST 16
QUESTIONS?
Please contact Events@c2penterprises.com with questions
*Source: Spectrem Group study: https://www.thinkadvisor.com/2021/08/18/top-14-advisory-services-clients-want-but-arent-getting/