Corvee Offers Webinar for Financial Advisors on Tax Plans that Lead to Investments and Insurance

By:
 
FORT LAUDERDALE, Fla. - March 10, 2021 - PRLog -- Corvee, a software and solutions company serving financial advising, tax, and accounting firms, today announces the company is offering a webinar for financial advisors that will help them learn how to deliver tax plans to clients that can lead to investments and insurance.

This webinar will take place on March 12 at noon EST and will provide:
  • Insight on how to estimate how much financial advisors can save a client in taxes so they see the benefit of paying for tax planning.
  • Information on how to create and deliver a tax plan that recommends investment and insurance products as tax planning strategies.
  • Guidance on how to get clients to see the value of tax planning even for financial planners that are not accountants or CPAs.

"We know that financial advisors can offer strategic tax planning to their clients even if they do not have an accounting or tax background," states Andrew Argue, CEO and co-founder of Corvee. "This webinar will show how mastering 5-8 core strategies and using technology to apply even more, financial advisors can work with their clients to help them save money in taxes and convert those savings into investments and insurance."

Registration (https://go.corvee.com/fawebinar-registration?utm_source=p...) for the webinar is available at https://bit.ly/2ODAtQ3.

About Corvee

Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms. The company works with firms in the specialties of tax, accounting and financial advising. Corvee provides a bundle of solutions for each specialty including tax planning and client collaboration software, firm growth and development programs and the ability to become or partner with a financial advisor to offer tax-advantaged wealth management to clients. Built with the help of on-staff tax and accounting experts, the all-in-one suite is designed to help firms increase revenue, profitability and efficiency, while providing the highest value to their clients. For more information, please visit www.corvee.com. Connect with Corvee via its blog, Facebook, LinkedIn, Instagram and Twitter.

Media Contact
Vicki LaBrosse
vlabrosse@accountingedgemarketing.com
End
Email:***@accountingedgemarketing.com Email Verified
Tags:Corvee
Industry:Financial
Location:Fort Lauderdale - Florida - United States
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse



Like PRLog?
9K2K1K
Click to Share