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Tax Time Check Up
March 31, 2020 @ 5:00 pm - 6:00 pm
PLEASE USE ONLY YOUR TELEPHONE FOR AUDIO! Many clients expect guidance that goes beyond numbers. They want a holistic approach to help them build wealth and prepare for the future. Extend your value by addressing the bigger picture in your clients’ lives with a 1040 review. This webinar will show you how to identify potential opportunities to improve their overall financial well-being. Join us for a 30-minute webinar on:
• SECURE Act changes
• Taking note of life events
• Key lines on the 1040, and more