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