Backed by a team of tax professionals at Keebler & Tax & Wealth Education, Inc., Bob Keebler explains income and estate tax strategies as well as IRA rules in a monthly slide presentation.
Keebler’s monthly webinars about tax minimization strategies are more important than ever because tax rates have risen.
You can use the slides from the monthly presentations as the basis for your own webinars seminars, newsletters, blog posts, and social media content as well as in client meetings.
Creating valuable content for high-net-worth individuals (HNWIs) that you target is crucial to success in search engine optimization and social media marketing. Keebler's slides makes it much easier to create content for clients and prospects that is valuable and timely.
$300 per year
For an additional $60 annually, you can become a member of Advisors4Advisors
and receive CFP Board and IMCA continuing education credit 24/7 on replays of Keebler's sessions and other weekly webinars conducted by A4A for practitioners. CPAs can receive CPE credit for attending live sessions.
In addition, Advisor Products summarizes Keebler's tax planning strategies in monthly articles and videos intended for clients and that can be posted to advisor websites and creates a social content media stream targeted to ultra-HNWIs.
Below is a sample of the slide shows you'll receive monthly.*
± You Are Responsible For Following Advertising Compliance Rules. Neither Advisor Products Inc. (API), Keebler & Associates, LLP, nor any principal or employee thereof is an attorney or compliance officer and neither API, Keebler & Associates, LLP, nor any principal or employee thereof has or shall provide any legal, regulatory, or compliance advice about use of this material. If you distribute or otherwise use this document in whole or in part, you are responsible for all legal, regulatory and compliance-related issues arising out of the content derived from this document and agree to hold API, Keebler & Associates, LLP, or any principal or employee thereof and all of its principals and employees, and any related entities, harmless and free of liability for any economic damages or financial losses arising from any legal, regulatory, or compliance-related issue(s) or any economic damages or financial loss arising as a direct or indirect result of the content derived from use of this document. Advisor Products Inc. (API), Keebler & Associates, LLP own all right, title and interest in and to the content in this document, including, without limitation, the exclusive right to revise and make derivative works from it. Notwithstanding the foregoing, you may make changes to the document under a Creative Commons License.
Bob Keebler's Monthly Tax Analysis And Explanation by Keebler & Associates LLP & Advisor Products Inc. is licensed under a Creative Commons Attribution 3.0 Unported License