Introducing the Savvy Tax Planning School for Financial Advisors 2-Day Intensive Workshop

Join us in Chicago, September 10-11, 2020 for a two-day training led by industry experts Debra Taylor, CPA/PFS, JD, CDFA, and Jeffrey Levine, CPA/PFS, CWS, MSA, the creators of Horsesmouth’s Savvy Tax Planning program.

The program will teach you to:

• Add a tax focus to your client service offerings because it saves clients money, boosts investment returns, and extends portfolio longevity.
• Steer retirees around the hidden taxes and penalties lurking in Social Security, Medicare, and IRAs—topics many tax professionals know little about.
• Teach the public about the new tax law and how taxes will impact their retirement. Be their guide!

You'll be better positioned to help your clients avoid costly mistakes, minimize tax surprises, and boost their overall satisfaction of your services.

Advisors are facing a once-in-a-generation opportunity to demonstrate knowledge, expertise, and leadership. At this workshop you'll get the skills to maximize that.

• Yes, please sign me up for the two-day intensive Savvy Tax Planning School for Financial Advisors in Chicago at the early-bird rate of $1,797 (deadline is August 10). I want to save my clients money on taxes in retirement and learn how to add tax planning to my list of services. Savvy Tax Planning membership required for this training program. If you’re not a member of Savvy Tax Planning, a membership will be added to your order for the discount price of $497. Total Price: $2,294 plus shipping.

What is Included with Savvy Tax Planning School:

Instructional Material

You will receive a classroom guide and other related handouts and slides to use when you return home to work with clients, prospects, and strategic allies. If you’re new to this topic, you’ll also receive a full year membership to the Savvy Tax Planning program, including all program materials such as client handouts, two FINRA-reviewed PowerPoint presentations, reference guides, a private website, and monthly newsletters.

CE Credit

Holders of the CFP designation will qualify for 12.5 CE credits.

Meals and Reception

Enjoy a full breakfast both days, lunch both days, and a networking Happy Hour at the end of the first day.

BONUS: Next Steps, One-on-One Action Plan Coaching Session—30 minutes

Take immediate steps to put your learning into action. After you’ve returned home, workshop attendees get a complimentary coaching session with Horsesmouth’s Executive Coach Chris Holman. Meet with Chris over the phone for 30 minutes to discuss your key takeaways from the workshop, your key goals and a plan to guide you in your next steps ($299 value).

Presenters:

Debra Taylor, CPA/PFS, JD, CDFA

Your workshop will be co-led by Debra Taylor, CPA/PFS, JD, CDFA. Debra Taylor is the principal and founder of Taylor Financial Group, LLC, a full-service wealth management firm located in Franklin Lakes, NJ. Debra's education and career has spanned many fields including legal and public accounting.

From 2007-2016, Debbie was named to the Chairman's Club of LPL Financial, a distinction bestowed on only the top 6% of LPL's more than 14,000 advisors.

In addition to being the author of Horsesmouth’s top-selling practice management book, My Journey to 1 Million: The Systems and Processes That Will Get You There , Debra has been featured on national TV and is often quoted in national publications such as Barron’s, Smart Money, and The Wall Street Journal. She has led a robust schedule of consumer financial education workshops for many years and also regularly presents to financial advisors at national conferences.

Jeffrey Levine, CPA/PFS, CFP^®, CWS^®, MSA

Jeffrey is an accomplished writer, go-to industry source on the best practices and dangerous pitfalls involving the complex world of IRAs and other retirement accounts, and the creator of Savvy IRA Planning. Jeffrey has helped educate thousands of financial advisors, CPAs, attorneys and consumers on IRA tax and estate planning strategies. He is a presenter for national conferences, CPA continuing education programs, web-based conferences and client seminars.

Jeffrey can regularly be seen promoting retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television, and is frequently quoted in publications throughout the country, including The Wall Street Journal, USA Today, Kiplinger’s, the New York Times, Investment News, Forbes, Market Watch and Money Magazine.

Cancellation and Refund Policy

Cancel and contact Horsesmouth's Member Support team 30 business days or more before the event. You must call to receive a cancellation confirmation number. You can reach Member Support at 1-888-336-6884, ext. 1.

Cancellations received between 7-29 days prior to the event will receive a Horsesmouth store credit for 50% of purchase price towards a future event, subscriptions or products, minus $100 processing fee. For cancellations received 6 days or less prior the event, no refunds will be made nor store credits given. the event without penalty.

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information.

Can’t Make It Now?

Click this link and we’ll add you to our workshop information list. When a new workshop date is announced, you’ll get notified.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE Call Toll-Free:
1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)