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Session 2

Structuring Roth Conversions for Legacy, Marketing Messages, Lead Gen with LinkedIn

Topics Covered in Session 2: 

  • Why it's important to evaluate a Roth conversion's break-even point, and when to leverage alternate approaches
  • The top-converting messages on taxes and legislative change
  • How to educate your clients on potential changes from Washington - without getting political
  • How to leverage LinkedIn in generate new leads for your practice
  • 2025's top approach to maximize legacy for your clients

Key Resources for Session 2: 

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