We could tell you how great Tax Clarity® is, but sometimes you want to hear directly from another advisor who is using it in their practice. That's why we created a new guest webinar series! Every webinar will include insights from real Tax Clarity subscribers who love the software, use it regularly, and tailor it to their practice.
Watch this webinar from Tax Clarity subscriber Bert Salazar, CFEI, LUTCF, CTC to learn how you can tailor the software to your own practice, add more value to your clients, and even increase revenue.
"If you're able to make this [Tax Clarity] an integral part of your practice, not only are you going to build a tremendous amount of credibility and trust with your clients, since you're also going to put them in a position they've never been before, but your personal and business bank accounts are going to increase dramatically because of the impact that this software program has for building credibility and trust and getting clients to fully engage with your before moving forward."
In this webinar you will learn how to:
- Tailor the Tax Clarity “Taxes in Retirement” seminar presentation to your own practice
- Convert seminar attendees into prospects
- Use Tax Clarity to creatively market your practice
- Use Tax Clarity to maximize business opportunities
About Bert Salazar
Tax Clarity subscriber Bert Salazar has been a retirement strategist for 30 years with a concentration in tax-planning, tax-free retirement distribution, and asset protection. He has degrees in accounting and public policy from Boston State College and Nova Southeastern University and certifications in economic business models, business, personal insurance planning and retirement planning. He is a certified financial education instructor and certified tax preparer. Bert is a Marine Corps veteran and has been married to his wife, Maria, for 35 years. They have two daughters Krystle and Kellie. Bert currently resides in Coral Gables, Florida where is he is managing member of Gables Tax Planning Group and Cambridge Financial Partners.