Rising taxes are a serious threat to retirees and there are very few tax planning strategies left that can move the needle long-term like a Roth Conversion.
We've got the training and toolbox to accelerate your business growth in 2021.
Join me live on February 11th at 11am CT with special guest Ed Slott, CPA for the launch of our Ultimate Roth Conversion Biz Builder.
Ed Slott is the IRA Expert. During our event he will coach you to be a Roth Conversion leader:
He will take you through each step of the Roth conversion evaluation process.
You’ll learn how to help clients make conversion decisions based on their own personal financial and family situation, including a detailed analysis of both the benefits and drawbacks of doing a Roth conversion, when not to convert, and most important, how to project the tax cost of a Roth conversion.
This last step is critical because Roth conversions are permanent. Once they are done, the tax will be owed, so clients will need to know what the tax bill will be to avoid unexpected problems at tax time.
Rising taxes = Marketing Opportunity.
Beyond Ed's training, this 90 minute interactive training includes the tools and tactics that will put you in front of the exploding Roth Conversion opportunity:
Your personalized automated digital campaigns that run 24/7,
Prospecting video digital marketing,
FINRA-reviewed Roth Analyzer,
Consumer Roth Conversion Handouts,
Detailed implementation roadmap.
The only way to get access to all these tools?
Join me live on February 11th at 11am CT with special guest Ed Slott, CPA for the launch of our Ultimate Roth Conversion Biz Builder.
Drive more growth today, join us!
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