Get Started with Savvy Tax PlanningSM

The information and resources in this program will help you guide your clients through retirement tax planning strategies. You will also use your newfound knowledge to draw in prospects. Join Savvy Tax Planning today and start building your expertise.

Become a member today

Savvy Tax Planning is two powerful client education programs in one:

  • First, it teaches you to educate pre-retirees and retirees about the need for a “retirement tax strategy” so they pay the lowest rates possible throughout all stages of retirement…
  • Second, it teaches you to connect with ALL your clients about how best to optimize new tax rules—whether that be the Tax Cuts and Jobs Act or the SECURE Act—through proactive tax planning, so they’re paying the lowest rate possible…

The Savvy Tax Planning program includes: FINRA-reviewed presentations, client handouts, follow-up meeting activities, marketing kits, and more—all you need to advertise, present, and meet with clients and prospects.


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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