92% of wealthy investors expect their wealth manager to provide tax planning advice,

while only 25% are actually receiving that service*


There is an amazing opportunity to win business through tax planning - get started on your Tax Management Journey!



By adding tax planning to your prospects’ and clients’ financial plans, you’ll maximize their wealth and increase your revenue. 

This comprehensive tax planning 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 & financial advisor.

You'll learn a systematic, scalable and proven approach to tax planning that will allow you to:

  • Differentiate yourself from other advisors and tax professionals
  • Allow you to charge larger planning fees
  • Enhance client retention
  • Attract wealthier clients


After attending this training course, you'll be more confident while engaging in tax planning 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 this tax planning training course:

  • E-Learning course access for On-Demand 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
  • An online seminar on advanced public speaking training
  • The Tax Management Journey℠ Tax Guide
  • A 20% discount for Tax Clarity software
  • A 30% discount for Retirement NextGen software

You can earn 7-8 CEUs by attending this training


Dave Alison, CFP®, EA, BPC
Chief Operating Officer & 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



"This is a workshop every advisor should attend. I can identify the many pitfalls along the seven-step tax journey. I found the course full of useable content that can be used on every appointment. I have the content and course materials on the E-learning web site to ensure that you don’t miss any important parts. I would tell advisors, if you are a seasoned professional or a beginner, this course will give you the confidence to talk to your clients about their taxes."
-Steve Dellelo, Retirement Income Strategies

"Our entire team of advisors went through the Tax Management Journey and found it invaluable. It added a much deeper layer of strategic planning to our process. As a 25+ year veteran of the industry, I was surprised how much I personally was able to learn, and then share with clients, as a result of this training."
-Mary Sterk, CFP®, Sterk Financial Services

"The information and strategies were current and very much on point. Going through the Journey had opened up so many new opportunities for me to serve my clients. The information was invaluable. In fact, I will be going again soon.I couldn’t wait to get back and implement the strategies discussed.
Again, thank you for taking my business to a new level once again."

-Tony Engrassia, Wealth Management Strategies


The Westin Charlotte - 601 S. College Street, Charlotte, NC 28022


Please contact Lauren Carroll at with questions.





*Source: Spectrem Group study: