NEW!!! For The 2016-2017 Tax Season from MONEYSMARTSUS.

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Beginning in the fall of 2016, we will be providing to all paid subscribers a great new MARKETING tool.

We will be providing free “INFORMATIONAL WEBINARS” for the Financial Professional to offer to their clients and prospects.

This will be a great way to further build relationships with clients and prospects.

The topics will be related to “Tax Management and Tax Planning” STRATEGIES. Some of the proposed subjects are:

  • Estate Planning
  • Retirement Strategies
    • Pensions, 401Ks, SEPS, IRAs, etc
  • Annuities, Life Insurance
  • Social Security
  • Selling a Business
  • Partnerships, S-Corps, Sole Proprietorship
  • We will have “Generic” prepared presentations ready to go for your use or we will customize one for you. If you would like us to present a specific topic to your group, we will do it. You can be a presenter or just the host.

    As a paid subscriber, all that you will need to do is get a group together to join our presentation and we will do the show. You could gather some folks in a meeting place or people could join in at home. Easy, Easy, Easy. We could provide you with a print ad to use in a local newspaper or flyer.