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Profitable Client Tax Planning: 3 Keys to Advisors Succeeding

Monday, September 9, 2019 at 4:00 pm ET / 1:00 pm PT

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Join Savvy Tax Planning program expert Debra Taylor, CPA/PFS, JD, CDFA, for this eye-opening webinar. Among the topics we’ll cover:


Expert Presenters: Debra Taylor and Sean Bailey

Debra Taylor, CPA/PFS, JD, CDFA

Debra Taylor is the principal and founder of Taylor Financial Group, LLC, a full-service wealth management firm located in Franklin Lakes, NJ. Debra’s education and career has spanned many fields including legal and public accounting. In addition to being the author of Horsesmouth’s top-selling practice management book, My Journey to 1 Million: The Systems and Processes That Will Get You There, Debra has been featured on national TV and is often quoted in national publications such as Barron’s, Smart Money, and The Wall Street Journal.

Sean Bailey


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.

Don’t miss this important webinar! Register below.

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