Exclusive Discount through Real Wealth!

 

We are proud to offer Real Wealth advisors $200 off the registration rate! Pay just $1,295 instead of $1,495.

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 REAL WEALTH ADVISORS HAVE TO SAY

“I believe this is the hottest topic of today; how to present the problem and the solutions in a simplified way was outstanding.
Simplify yet emphasize so that the prospect/client sees the problem and wants to take action.”
-Gina Mills


“I really liked Dave’s process of a tax journey."
-Mary Gruenberg

“Integrating taxation into retirement planning. I have been doing it, [but] this simply reinforces my passion to do so.
This was a very relevant and important topic.”
-Steve Helling

“Excellent speaker, content and presentation!"
-Joe Anthes
 

QUESTIONS?

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