Tax Strategies to Ease Client Retirement Preparation By Aurora Tancock, CFP, FLMI, MDRT Taxes play an important role at every stage of life and are a crucial aspect of financial plans for advisors to discuss with clients. Clients should regularly monitor how taxes will affect assets over the course of their financial plans and prepare […]
In June, Aurora was given the honour of speaking on the main platform, at the Annual Million Dollar Round Table Meeting in Los Angeles . The meeting was attended by over 15,000 International members. We are proud to share her powerful message of The Power of a Deadline.