Become known as an expert on retirement tax planning strategies. Educate clients and prospects using our three FINRA-reviewed PowerPoint presentations and associated marketing materials. These are available to current members of Savvy Tax Planning.
Additionally, you will have the materials to present to CPAs and offer them one hour of CPE credit.
Become a member today
Your membership includes a license to deliver and distribute:
Client Presentations (FINRA-reviewed)
Three customizable client education presentations, including:
- How Tax Planning Changes Through Four Stages of Retirement
- The SECURE Act: New Retirement Rules and What You Need to Know
- The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!
Each presentation includes 25+ PowerPoint slides and a 20+ page presentation speech (presentations run 40-60 minutes).