World-class Training
Dominate your local market and eliminate the competition by becoming the Go-To Expert on IRAs and retirement tax reduction strategies.
Hosted by America’s Tax Solutions®, this 3-day program will teach you how to become the local expert in your community. As your clients’ most trusted advisor, you need to understand the retirement system in America and the role that retirement distribution planning plays in their lives.
This unparalleled invitation-only program will provide you with the necessary tools, resources and training to effectively meet the complex needs and demands of your clients in the areas of asset management, retirement distribution planning and wealth protection.
- Increase revenue by incorporating wealth management services into your existing practice
- Discover little known facts about tax-advantaged retirement strategies
- Powerful marketing concepts that capture the largest IRA accounts in your area
- Becoming the go-to expert in your community
- How to help clients plan for a life legacy
More about
CPA Academy
CPA Academy takes place over three days, with the first day beginning at 1pm. Training is scheduled for January, May, and July.
Known as “Top Gun” to our advisors, this program focuses on an anti-traditional sales strategy.
Testimonials
