wealth strategies planning

Questions About End-of-Year Client Wealth Planning

$25.00

Now we know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November, December, and 2013. This program will give us the background, strategies, techniques, tools and language to effectively communicate with advisors, referral sources, and new and existing clients, to motivate them to engage us to implement action plans.

(Purchase of this product includes the Audio Recording of this presentation.)

Presented by Joseph J. Strazzeri, Esq.

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Description

Now we know, at least a little more clearly, what to do about income, estate and wealth strategies planning for our clients in November, December, and 2013. This program will give us the background, strategies, techniques, tools and language to effectively communicate with advisors, referral sources, and new and existing clients, to motivate them to engage us to implement action plans.

(Purchase of this product includes the Audio Recording of this presentation.)

Presented by Joseph J. Strazzeri, Esq.

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