- Live Training
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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"C2P offers marketing processes that not only create eager prospects, they build a business. Before working with C2P, all my marketing was very expensive - usually close to $100,000 per year. Now with the C2P processes, I actually have a strong ROI and see more qualified prospects than ever! They have helped turn my expensive marketing into a profit center."
"After leaving an Insurance based Broker Dealer for 27 years I thought the transition would have been a nightmare, Clarity 2 Prosperity has not only made the transition easy, but the support and responsiveness from the team is far more than what we could have asked for. I feel that I’m with a firm that cares about me, my team and my clients. Priceless!!!"