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Tax, LTC and Legacy Planning Strategies for the Middle Class (Webinar Purchase)
This month’s featured presenter, Jason Smith, is a successful Coach, Speaker, Entrepreneur and Financial Planner. He is the Founder & CEO of Clarity 2 Prosperity Advisory Group, a Field Marketing Organization for Financial Professionals, Prosperity Capital Advisors, an SEC Registered Investment Advisory Firm, and The JL Smith Group, his own holistically-run financial services practice.
Learn some tax, long term care and legacy planning strategies from Jason that you can use with your clients, as well as some sales ideas that you can start using immediately!