On-Demand Event

Delivering Tax-Smart Strategies Using New Roth Conversion Techniques in eMoney

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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:

  • Strategic Conversions

  • 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!


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