SWSG_tax

 

Looking to differentiate yourself from your competitors? This video's for you.

Each month, StonewoodFinancial.com hosts a Study Group webinar examining a hot industry topic. And this month, we're letting you have a sneak peek.

Learn five powerful ways to frame tax the conversation with your prospects and clients, including how to: 

  • Show your clients their IRA statements are an illusion 
  • Explain the difference between micro and macro views on taxes - and how it impacts retirement
  • Help your clients differentiate between their mandatory and optional taxes
  • And more 

Let's get started! Just fill out the form below to start watching immediately.