Client Presentations

Become known as an expert on retirement tax planning strategies. Educate clients and prospects using our three FINRA-reviewed PowerPoint presentations and associated marketing materials. These are available to current members of Savvy Tax Planning.

Additionally, you will have the materials to present to CPAs and offer them one hour of CPE credit.

Become a member today

Your membership includes a license to deliver and distribute:

Client Presentations (FINRA-reviewed)

Savvy Tax Planning Client Presentations

Three customizable client education presentations, including:

  • How Tax Planning Changes Through Four Stages of Retirement
  • The SECURE Act: New Retirement Rules and What You Need to Know
  • The New Tax Law Workshop: 20+ Questions Every Person, Family, and Business Must Answer Soon!

Each presentation includes 25+ PowerPoint slides and a 20+ page presentation speech (presentations run 40-60 minutes).


This material is provided exclusively for use by individuals with an active license to the Savvy Tax Planning Program. Use of this material is subject to the Savvy Tax Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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