Charitable Planning Opportunities for the Middle Class

Jim silbernagel

Purchase Session – $179

$99 for Real Wealth® Premier Members and 2019 Symposium attendees

Did you know for $620 more ($400 for attendees or Premier Members), you could get all 9 sessions?

Jim Silbernagel, CFP®, LUTCF

Host of RealWealth® and Power Session LIVE

MDRT TOT Advisor Jim Silbernagel Presents:

During this one hour presentation, Jim will discuss:

  • How to Avoid Capital Gains Tax 
  • Large Life Insurance Sales Opportunities 
  • How to Create Assets for You to Manage 
  • Tax-Free Roth Conversion Strategies 
  • How to Create Tax Deductions for Your Clients 
  • How to Help Your Clients Make an Impact with their Favorite Charity 
Learn more about Jim