But all too often, advisors shrink back from this amazing opportunity because they don’t feel confident enough in the area of taxes.
Well, not this year. Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, is here to help you provide wisdom and clear guidance to your clients, providing massive value for yourself and them in the process.
Fill out the form to watch an on-demand version of the 10 End-Of-Year Tax Planning Tips for Advisors webinar!