Charitable Planning Opportunities for the Middle Class
$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