You're Invited!
Susan D Marshall CLU?, ChFC?, RICP?
Investment Advisor Representative for Business Owners | Holistic & Proactive CPA Partnerships | Author | Tax-Free Income | ALT Wealth |Tax Planning | Legacy Smart Money |Increase Cash Flow |Wealth Protection
If you are an advisor or accountant and you are not working with a team of advanced planning specialists across the five disciplines of a Virtual Family Office (Tax Planning, Legal, Wealth Management, Risk Mitigation, and Business Advisory) then not only are you underserving your clients, but also you are leaving A LOT of money on the table.
The Elite Growth Academy is designed for experienced advisors or accountants who want to scale and level up their business. With the knowledge and tools you gain from this event, you will be equipped to build a truly remarkable business that can sustain long term growth. Most importantly, you will become a business leader capable of developing rewarding professional alliances and an elite 21st century practice.?
At the EGA you will have a chance to not only meet the national experts in our Virtual Family Office, but also learn best-practices from industry thought-leaders on how to leverage them in your business to maximize your potential.
I would like to extend an invitation to one of you, my Smart Women, Smart Money followers, to join me as my guest (must be an advisor or accountant). If you are interested in attending as my guest, please let me know at your earliest convenience. The guest spots are available on a first-come, first-served basis.
For those who wish to attend but are not able to secure one of the guest spots, tickets can also be purchased directly through the event’s registration page here - be sure to enter my name (Susan Marshall) at check out!
**CPAs EARN 16 CPE CREDITS FOR ATTENDING**
Investment Advisor Representative for Business Owners | Holistic & Proactive CPA Partnerships | Author | Tax-Free Income | ALT Wealth |Tax Planning | Legacy Smart Money |Increase Cash Flow |Wealth Protection
9 个月We are thrilled to have Jackie Meyer, CPA, CCA, Founder of TaxPlanIQ tax planning software to be our key note speaker at the event. She is changing the way advisors are working together, making a difference in the value we add to our clients. Welcome Jackie!