Get Started with Savvy Tax PlanningSM
The information and resources in this program will help you guide your clients through retirement tax planning strategies. You will also use your newfound knowledge to draw in prospects. Join Savvy Tax Planning today and start building your expertise.
Become a member today
Savvy Tax Planning is two powerful client education programs in one:
- First, it teaches you to educate pre-retirees and retirees about the need for a “retirement tax strategy” so they pay the lowest rates possible throughout all stages of retirement…
- Second, it teaches you to connect with ALL your clients about how best to optimize new tax rules—whether that be the Tax Cuts and Jobs Act or the SECURE Act—through proactive tax planning, so they’re paying the lowest rate possible…
The Savvy Tax Planning program includes: FINRA-reviewed presentations, client handouts, follow-up meeting activities, marketing kits, and more—all you need to advertise, present, and meet with clients and prospects.