Delivering Tax-Smart Strategies Using New Roth Conversion Techniques in eMoney
Your clients will love you for reducing their current and future tax burdens when you level up your tax planning with smart strategies only eMoney can deliver.
Join Chris Mauriello, Financial Planning Practice Management Consultant at eMoney, who shares the updates to eMoney Roth Conversion techniques and watch as he demonstrates:
Tax-Efficient Savings for Major Goals
Savvy Gifting Practices (that anyone can do!)
This is a can't-miss event for any financial planner who wants to bring more client satisfaction and value to their tax planning offering!
Chris has been helping eMoney clients for nearly 10 years. Starting as a Customer Service Rep, Chris’s passion for helping advisors implement and use eMoney led him to become a Client Success Coach, then a member of the Live Training Team, and ultimately to his current position, where he helps firms and advisors implement and scale their planning services to deliver more personal, impactful advice.