It’s The End of the World As We Know It… And I Feel Fine???
It’s the end of the World as we know it! The Tax Cuts and Jobs Act (TCJA) of 2017 expires at the end of 2025. This class is not just a simple prop to occupy your time, this is important information to share with your clients while there is still time to make proactive choices. Don’t just stand there, and don’t go back to Rockville either! Use this information to help turn all your clients –or at least the ones you love- into shiny, happy, less-taxed people. Belong to a group of advisors who know everybody hurts when they pay too much in taxes.
We’ll talk about the passion for learning some basics about the tax code and how you can turn yourself from Clark Kent into Superman with some examples of practical ways to help them begin without losing your religion on how important tax planning is to successful retirement planning.
Taxes and Retirement – End of the World as We Know It?
Four Hours General Insurance CE Credit Iowa Course Number: 110496
Instructor: Craig Adamson, RMA, CRC, CRPS, CLTC
