YEAR-END TAX PLANNING FOR ADVISORS

VIRTUAL WORKSHOP PACKAGE: November 9, 2:00 p.m.–5:00 p.m. ET

The package includes:

  • A focused, 3-hour workshop for financial advisors
  • How Tax Planning Changes Through Four Stages of Retirement presentation
  • Companion attendee handout
  • Recorded workshop replay available for 90 days

FOR INSTANT SERVICE, CALL TOLL-FREE: (888) 336-6884 ext. 1
 ItemDescriptionQtyPriceDscNetTotal 
Year-End Tax Planning for Advisors Workshop Year-End Tax Planning for Advisors virtual workshop package—Watch from your home or office on November 9. Includes: 3-hour workshop, client presentation, companion handout, and recorded replay available for 90 days.
795.00 0.00 795.00 $795.00 X
  
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