WIN BUSINESS THROUGH TAX PLANNING

Take a look at the numbers......

 

38% of tax offices perform tax planning services for only 0-15% of their clients

80% of tax offices perform tax planning to less than 50% of their client base

 

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

EXPAND YOUR BUSINESS.  ADD VALUE TO CLIENTS.  DIFFERENTIATE YOURSELF.

This one-day comprehensive tax planning training course will give you the marketing tools and planning strategies to help affluent clients understand the true value of hiring you as their tax & financial advisor.

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 the one-day comprehensive 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 Seminar Success public speaking training
  • The Tax Management Journey℠ Tax Guide
  • A 20% discount for Tax Clarity software
  • A 30% discount for Retirement NextGen software

OUR TRAINERS

Dave Alison, CFP®, EA
Executive Vice President | Founding Partner
Clarity 2 Prosperity

Chris Woehrle, JD, LL.M (Tax)
Adjunct Professor of Taxation, Widger School of Law Villanova University
Adjunct Instructor of Wealth Management, College for Financial Planning

WHAT ADVISORS HAVE TO SAY ABOUT THE TRAINING

"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 seasons professional of 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

QUESTIONS?

Any questions? Submit the form below and we will be in contact with you shortly.