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What Advisors Think of this Session
We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?
“Thanks for the information, great presentation and insights!” – David Bruno
“WOW. Thank you so much! Great session!💖” – Tonya White
“Not all dollars are taxed the same.” – Ash Sheth
“Start talking more about saving of taxes through planning.” – Geoff Wright
“Simplify my message about income taxation – ‘forever taxable vs. never taxable'” – Barry Kozak
“Talk more about taxes in retirement distribution planning.” – Bob Mance
“Continue working with Trusted advisors. Learned more about how they look and conduct business. Thanks for always bringing professional ideas to us.” – Robert Priganc