The headlines about market volatility and recession are hard to ignore.
But many advisors are missing five golden opportunities to attract large new accounts and bolster referrals during these times of uncertainty.
Newsflash:
The latest real-time data says that affluent families are more concerned about tax planning than they are about coping with market downturns.That's why you shouldn't miss our next webinar with Ed Slott,
"5 High-Value Retirement Tax Conversations."So, take a deep breath, grab your favorite beverage, and join us on October 4 at 11:00 am CT for
“5 High-Value Retirement Tax Planning Conversations” with Ed Slott Here’s a sneak peek as what Ed will cover:
- 1 – SECURE Act Planning – Planning for the end of the stretch IRA
- 2 – Roth IRA Conversion Planning
- 3 – Life Insurance Planning
- 4 –Qualified Charitable Distributions / Charitable Tax Planning
- 5 – Estate and Gift Planning Strategies …with looming Tax Reform
The answer hockey-stick growth is to get laser-focused on the most important conversations you should be having in Q4.
Grab your seat today!