Exhibitors
Clarity 2 Prosperity
Clarity 2 Prosperity is a financial training, coaching and IP development organization founded and led by advisors, coaches and business leaders. Their mission is to shift advisor focus from selling products to becoming holistic service providers, effectively serving the comprehensive needs of American families. Clarity 2 Prosperity partners with likeminded advisors who want to build holistic planning practices and trains them on how to incorporate investments, insurance, tax, estate, Social Security, retirement income and healthcare planning into one congruent plan. Advisors are provided on-demand access to the financial planning, operational and marketing processes necessary to operate a holistic planning practice through the company’s innovative university style e-Learning platform.
NASBA Approved providers:
- National Registry
Registry ID:
141644Approved Delivery Method:
- Group Internet Based
- Group Live
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Field of Study:
- Taxes
Credit Hours:
- 5 - 8 credits
Description:
You understand tax planning strategies, but do your prospects and clients? Do you know how to educate them in a clear, concise manner so they will in return pay you planning fees? By adding tax planni ...Program Level:
IntermediateDelivery Method:
- Group Internet Based