Tax, LTC and Legacy Planning Strategies for the Middle Class

Taxes and their inevitable increase is of common concern to many Americans. Utilization of effective planning tools will reduce this apprehension for clients. During this month’s Power Session LIVE™ we will discuss the tax effects of one’s passing on the surviving spouse and various means to mitigate that risk while creating comfort and peace of mind for clients.

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.

Jason has segued his experiences as a highly accomplished advisor to teach others how to achieve the same. He regularly trains advisors through live events, monthly coaching calls and study groups and we are fortunate to have him as our featured presenter.

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!