Join Savvy Tax Planning program expert Debra Taylor, CPA/PFS, JD, CDFA, for this eye-opening webinar. Among the topics we’ll cover:
Debra Taylor, CPA/PFS, JD, CDFA
Debra Taylor is the founder of the Taylor Financial Group. Debbie is the author of Horsesmouth’s client education program “Savvy Tax Planning.” She is also the author of My Journey to $1 Million and Beyond and presenter of Horsesmouth's 2-day intensive workshop, "Savvy Tax Planning School for Financial Advisors."
Sean M. Bailey is the Editor in Chief of Horsesmouth. Over the last 18 years, Sean has interviewed hundreds of advisors about “What’s Working” in their efforts to grow their businesses. The Financial Educator Marketing Workshop grew out of those conversations and the realization that advisors need help turning their technical knowledge about helping clients into a marketing approach that will help them help more people and grow their businesses.