Marketing Materials

Savvy Tax Planning is an excellent way to grow your business. Several comprehensive and insightful marketing resources are available to members of Savvy Tax Planning.

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Savvy Tax Planning Marketing Toolkits

Marketing Toolkits

Organize the marketing and delivery of your Savvy Tax Planning presentations with this 60+ page toolkit. This downloadable PDF guide is filled with best practices, timelines, and preparation checklists to help you pack a room, deliver successful presentations, and follow up with attendees to turn prospects into clients.

Customizable Postcards, Posters, and Social Media Ads

Customizable Postcards, Posters, and Social Media Ads

Add your photo, logo, and contact information to a FINRA-reviewed postcard or poster for marketing purposes. There are postcards and posters for every major presentation we offer. Download PDFs for free and take them to your local printer.

Use the social media ads to promote your workshop on Facebook or LinkedIn.


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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