2020 Tax Preparation Planning Presentation
Use this presentation to educate clients and prospects about tax planning before the July 15th deadline. Download
Tag: client events
RMD Planning in 2020 Presentation
Use this presentation to educate clients and prospects about RMD planning in 2020 following the SECURE and CARES Acts passed in 2020. Download
SECURE Act and Stretch IRA Planning Presentation – Short Version
Use this presentation to educate clients and prospects about the SECURE Act passed in 2020. (Short version) Download
SECURE Act and Stretch IRA Planning Presentation – Long Version
Use this presentation to educate clients and prospects about the SECURE Act passed in 2020. (Long Version) Download
Planning for Business Owners – Coronavirus and Relief Package Presentation
Use this presentation to educate business owner clients and prospects about the CARES Act and its relief provisions for business owners. Use the “Planning Checklist…
Client Update: Coronavirus and the Markets Presentation
Use this presentation as a special update for clients on Coronavirus and its recent impact on the markets. This slide deck is designed to provide…
Passion Prospecting Event Ideas
Use this list to jump-start your brainstorming process for fun event ideas for passion prospecting and other small client events. Download
Passion Prospecting Checklist
Use this checklist to prepare for and execute a successful passion prospecting event with clients and prospects. Download
Event Invitation Tip Sheet
Use this resource to learn about various services you can use to create professional-looking event invitations. Download
Sample Process: Client Appreciation Event
Use this sample process as an example when creating your firm’s standard process for executing client appreciation events. Download