Coach Tip of the Week: Educational Events
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Tag: Educational workshops
Course Script: CX: Education
This is a readable script of the CX: Education course in Carson Coaching Online. Download
Course Script: Prospecting Through Educational Events and Workshops
This is a readable script of the Prospecting Through Educational Events and Workshops course in Carson Coaching Online. Download
RMD Planning in 2020 Presentation – LPL
Use this presentation to educate clients and prospects about RMD planning in 2020 following the SECURE and CARES Acts passed in 2020. Download
Event Budget Template
Use this resource to budget for client appreciation events, prospecting events, educational workshops, and other general events. Download
2020 Tax Preparation Planning Presentation
Use this presentation to educate clients and prospects about tax planning before the July 15th deadline. Download
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…