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

Register Here