Join us for Tax-Optimized Wealth Management on Nov. 11.Tax optimization is the most reliable and perhaps most significant form of wealth enhancement an adviser can deliver. Yet advisers who manage towards after-tax outcomes can find their efforts unappreciated or even resisted by uneducated clients. Throughout the program, expert practitioners will share communication strategies to help advisers overcome resistance, communicate value created, and win business from less tax-intelligent competitors. This is a half-day class. Price includes lunch. Register today: ow.ly/DKGcU
Posted on: Tue, 04 Nov 2014 20:01:07 +0000