Horsesmouth
 

Join us in Scottsdale on March 12-14 for 2 Intensive Workshops!

Yes, sign me up for both workshops, so I can gain control of my business and make it start working for me and leave with a clear understanding of the New Tax Act.  My cost for both workshops is $2,397 (deadline date for early-bird rate is February 13).  You must own Savvy Tax Planning Program to attend both workshops. Savvy Tax Planning will be added to your order for the promotional price of $497. Total Price: $2,894.

2-Day Workshop:.

Attract more clients. Beat Vanguard, robos, and your competition. Revolutionize your business at this two-day strategy and practice management program!

Workshop Introduction and Goals:

A complete discussion of the systems and processes Debbie Taylor uses to build her business to $1 million and beyond, including prospecting, client service, financial planning, and digital presence. Learn how to do more for your clients at a higher volume and more efficiently.

Who should attend:

  1. Advisors new to the business who want to understand what systems and processes you need to have in place, and how to develop them.

  2. Veteran advisors struggling to get past management of the day-to-day tasks. You want to plan ahead to the future, where your firm will grow, and bring you top dollar when you sell. You know you need better systems.

  3. Industry professionals who are looking for new insights and new skills that they can bring back to their colleagues to help them get on a new track to growth and profitability.

  4. Any advisor who feels your business is stagnant. You need to find a way to push forward to sustainability and growth.

  5. Seasoned advisors who enjoy sharing their insights and experiences, and want to pick up a few new business-growing skills along the way.

What will be covered:

Know how to systematize your practice so you can remain competitive, highly profitable, and positioned to grow in a disruptive and fee-sensitive environment. Your practice will run more smoothly, and you will be more confident in your staff and the delivery of services to your happy, referring clients.

Presenters:

Debra Taylor

To see agenda or to only register for The Million Dollar Solutions Workshop with Debbie Taylor, click here for Scottsdale
  

1-Day Workshop:

Demystify the New Tax Act! Educate Prospects and Unlock Profitable Opportunities for You and Your Clients Now!

Workshop Introduction and Goals

The New Tax Act is far-reaching and will provide many planning challenges and opportunities for years to come. There are, after all, more than 20 significant changes to the code that advisors must navigate for their clients!

We will address your unanswered questions about the New Tax Act:

  • What do I need to know about the New Tax Act?
  • How can I use the New Tax Act to prospect?
  • How can I coordinate and connect with CPA’s?
  • How can I use the NTL to add value for my clients?
  • And many more…

We’ll start with an overview of the tax changes and discuss why the New Tax Act is a double-edged sword and explore the benefits and detriments for clients.

This is need-to-know material and offers 8.5 CE credits for those with the CFP designation.

Who should attend:

  1. Advisors who want to deliver top value and best advice to clients and prospects about the NTL
  2. Advisors who understand the basics of NTL, but aren't sure how to best serve their clients.
  3. Advisors who want to differentiate themselvesand add significant value to their client relationships

What will be covered:

Learn the technical issues to be confident in your ability to help clients and prospects position portfolios and update financial plans in the most tax-efficient way.

Presenter:

Debra Taylor

To see agenda or to only register for Demystify the New Tax Act! click here for Arizona.

Cancellation and Refund policy

Your workshop registration fee is 100% refundable if you 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 of 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.

Substitutions/name changes may be made at any time prior to the event without penalty.

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.

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

 
 ItemDescriptionQtyPriceDscNetTotal 
The Million Dollar Solutions Workshop The Million Dollar Solutions Workshop in Arizona, March 13-14, 2019
1997.00 200.00 1797.00 $1,797.00 X
Demystify the New Tax Act Workshop Demystify the New Tax Act Workshop in Scottsdale, Arizona, March 12, 2019
600.00 0.00 600.00 $600.00 X
Savvy Tax Planning Membership Savvy Tax Planning Includes 3 Presentations, Guide to Taxes & Your Retirement (50 copies), New Retirement Rules Card, Client Briefing Pack: The One Big Beautiful Bill, Retirement Strategy and New Tax First Meeting Guides, Marketing Toolkit, Monthly Newsletter, Article Reprints and More. 1 697.00 0.00 697.00 $697.00 X
  
Applicable tax and shipping will be calculated on the next page.
  
Sub-total
Shipping
Adjustments
Taxes
Total
3,094.00
0.00
0.00
0.00
$3,094.00
 

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