Attend Our Free Webinar

3 Keys to Profitable Client Tax Planning

Thursday, August 11 at 4:00 pm ET / 1:00 pm PT

Register Using the Form Below

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, CDFADebra Taylor

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 BaileySean 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.


Questions? Call 1-888-336-6884 ext. 1