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* FREE for RTS Essentials and Premiere Members (auto-register).
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RTS Nation Power Session
Using Holistiplan
With Clients & Prospects
with Steven Jarvis, CPA &
Matthew Jarvis, CFP®
08.24.2022 I 09:00 AM PST
Here's What You'll Get:
  • Proven strategies for getting tax returns from your clients and prospects (you have to start with the data)
  • RTS Newsletter on Roth Conversions (you still need to know a thing or two about tax strategies)
  • A chance to get answers from the experts (even if we run out of time on the session our team will get you the answers)
"I am a huge fan of RTS and the work Steven Jarvis does - the Retirement Tax Services podcast is a staple within my "must listens"."

- Cole Christian, CPA, CFP®
PWM / Private Wealth Management LLC
"The content Steven puts out is so refreshing from the vast majority of what I hear from CPAs…the perspective of how tax planning fits into the clients plan is so critical and I love what Steven and RTS are doing for Advisors"

- Natalie Taylor, CFP®, BFA™
Natalie Taylor Consulting Services, LLC

Our Guarantee

Like you, we are committed to delivering massive value to our clients. If you attend this power session and don’t leave with an action plan worth at least $10,000, we will gladly refund your investment.

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