High-net-worth clients expect more from you as their financial advisor when it comes to tax management.
Your high-net-worth clients expect guidance from you to help avoid tax pitfalls and find tax-efficient wealth optimization. Start offering them what they need by attending The Tax Management Journey®!
This two-day tax management training course gives you specific tools and strategies. With them, you attract and convert more clients in the $1 million to $5 million demographic — and beyond.
After attending this training, you can confidently engage in tax management with your prospects and clients. You’ll also gain the skills necessary to provide more valuable advice by integrating clients’ details into one plan:
- Tax
- Financial
- Investment
- Insurance
You may be eligible to earn CEUs by attending this training!
- For EAs: 8 IRS CEUs
- For CFP®s: 8 CEUs
- For CPAs and Insurance: Up to 8 CEUs (may vary by state)
Our Trainers
Dave Alison, CFP®, EA, BPC
Lead Trainer | President of Wealth Management | Founding Partner
Prosperity Capital Advisors
Christopher P. Woehrle, JD, LL.M (Tax)
Professor & Chair, Department of Tax & Estate Planning
College for Financial Planning, Centennial, CO
&
Adjunct Professor of Taxation
Widger School of Law – Villanova University, Villanova, PA
