Finish 2024 Strong: Exclusive Workshop for Financial Advisors in Orlando!
Rick Bailey, JD MAcc CFP?
WEALTH ADVISOR | ADVANCED PLANNING CONSULTANT | FOUNDER
As we step into the final quarter of 2024, it’s time to focus on finishing strong and preparing for remarkable growth in 2025. I’m thrilled to invite you to a transformative event designed for ambitious financial advisors like you:
?? Elevate East Coast ?? Orlando, FL – October 24th
This isn’t just another industry event—it’s your chance to gain the tools, strategies, and insights to take your practice to the next level and close the year on a high note. If you’re ready to shift your approach and see real results, this workshop is for you!
Here’s a glimpse of what you’ll take away:
? Innovative Client Attraction Strategies ?Learn fresh, practical tactics to grow your client base through LinkedIn and social media. Position yourself as a thought leader and trusted advisor in your niche. Discover how automated tools—like personalized cards and gifts—can keep you top of mind with clients, creating lasting impressions.
? Advanced Planning Solutions?Explore unique case designs that can bring significant benefits to your clients. From tax-efficient strategies preparing for the 2026 tax changes to creative options like Captive 831(b) plans, business structures that can save thousands in taxes, and expert advice on irrevocable trusts and Charitable Remainder Trusts—you’ll gain powerful tools to implement right away.
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? Immediate Growth Tactics?Walk away with actionable insights such as how to compare life insurance to qualified retirement plans and how to supercharge your practice with innovative approaches.
?? The best part? This exclusive workshop is FREE! But seats are limited, so don’t wait—register now!? click here on this link
?Elevate East Coast to secure your spot today!
For any questions, reach out to [email protected] or [email protected].
Let’s finish 2024 on a high note and set the stage for an extraordinary 2025!
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