Nothing you learn at this event will matter if you can’t IMPLEMENT it. Join master implementers (and two of the top lifestyle advisors in the country) to map out how you will implement tax planning in your practice. Hot seat this…
No one will force you to be there, but this exercise, which will be led by the incredible team from The Perfect RIA, is one of the single biggest differentiators we’ve found in helping Advisors transform their practices. The focus will be on taking what you’ve learned today about tax planning and making sure you implement it, but if you’ve never been through the exercise before, it will be a game changer far beyond tax planning.