Webinar: Tax Efficient Retirement Planning

Join WealthVest's National Sales Manager, Charlie Yoachum, where he will walk through how you can utilize tax season to uncover more of your client's assets, positon tax deferral, and have deeper conversations surrounding retirement savings with your clients.

This webinar will feature WealthVest's 2022 1040 Tax Guide, 2022 Tax Summary, and Taxable Yield Chart. These tools help financial professionals have successful client conversations, and will feature sales ideas you can use in your practice.

Agenda

  • An Introduction to Tax Efficient Planning

  • How can you use Taxable vs Tax Deferred accounts

  • Locating where your client's savings are: Are you managing them all?

  • Tools for your practice

When: Thu, Feb 24, 2022 · 4:00 PM · Eastern Time (US & Canada)

Sign up here!

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