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Tax Management Journey

Topic

Tax Planning

Program ID

263571

Hours

8

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

The Tax Management JourneySM is a one-day tax planning training course designed to provide holistic advisors with the competency and confidence to expand their business and differentiate from their competition by delivering powerful tax planning strategies to their clients and prospects.

Learning Objectives

This system will provide advisors with the marketing tools, point-of-sale resources, and planning strategies to attract and convert more clients in the $1M-$5M demographic.