Financial Planning – January 2024

“Many advisors decline to characterize themselves tax planners, acting almost as if the service was their “kryptonite,” said Ed Slott, president and founder of retirement planning outfit Ed Slott and Company, who was a keynote speaker at this year’s T3 conference. While the T3 conference is squarely focused on technology solutions and content for financial professionals, conference producer Joel Bruckenstein knew the audience would benefit from hearing how Slott suggests they deepen their education and experience so they could become “rockstar” advisors for their clients. 

Read Cat Auer’s article: 5 ways to be a tax planning ‘rockstar’.

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