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Presentation covering Taxes in Retirement.
With a detailed presentation outline and talk-track.
Covers all bullet points on top-performing marketing pieces.
UPDATED to include One Big Beautiful Bill with a ready-to-print OBBBA handout.
ON SALE - LIMITED TIME OFFER
Just $79 - regular price $299
Taxes in Retirement (Preview) (pdf)
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Presentation covering Estate Planning, Wills, Trusts, and the pivot into Retirement Planning.
With a detailed presentation outline and talk-track to seamlessly switch from legal to retirement-focused.
Covers all bullet points on top-performing marketing pieces.
ON SALE - LIMITED TIME OFFER
Just $79 - regular price $299
Estate Planning (pdf)
DownloadJ. Booth - Leading RIA Group Canton, Ohio
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