The Tax Management Journey

Live Training To Help Advisors Win Business Through Tax Management

Your clients need your help with tax planning strategies. Start offering them what they need by attending The Tax Management Journey®, a 1.5 day tax planning training course that gives you the marketing tools and strategies to attract and convert more clients in the $1 million to $5 million demographic.


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.


Key Takeaways :

  1. E-Learning course access for On-Demand training and reinforcement
  2. The Tax Management Journey℠ client-facing tools
  3. Point-of-sale resources
  4. Two consumer seminars (Taxes in Retirement and Tax Management Today)
  5. A proven method to fill consumer seminars for Taxes in Retirement
  6. An online seminar on advanced public speaking training
  7. The Tax Management Journey® Tax Guide
  8. A 20% discount for Tax Clarity software
  9. A 30% discount for Retirement NextGen software


Our Speakers:

Chris Woerhle

Christopher P. Woehrle, JD, LL.M (Tax)

Dave Alison

Dave Alison, CFP®, EA, BPC


The Tax Management Journey is available multiple times throughout the year at different locations across the United States. Register today!


*Prior to attending the live, experiential, instructor-led training, all registered participants are required to complete the e-learning course and pass the course quiz. This must be completed by a pre-determined date. Failure to complete these pre-requisites will result in cancellation of event registration and participation.

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