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Tax Efficient Retirement Planning
About This Webinar
Join WealthVest's National Sales Manager, Charlie Yoachum, where he will walk through how you can utilize tax season to uncover more of your client's assets, positon tax deferral, and have deeper conversations surrounding retirement savings with your clients.
This webinar will feature WealthVest's 2022 1040 Tax Guide, 2022 Tax Summary, and Taxable Yield Chart. These tools help financial professionals have successful client conversations, and will feature sales ideas you can use in your practice.
Agenda
- An Introduction to Tax Efficient Planning
- How can you use Taxable vs Tax Deferred accounts
- Locating where your client's savings are: Are you managing them all?
- Tools for your practice
Who can view: Everyone
Webinar Price: Free
Featured Presenters
National Sales Manager
Charlie Yoachum began his wholesaling career in 1993 with Planco Financial services. Coinciding with the Hartford Financial acquisition of Planco in 1999, he was promoted to Southwest Division sales manager. In 2004, he was promoted to Vice President, Central Division sales manager, later becoming responsible for Western U.S. Sales. As a National Sales Manager at Wealthvest, Charlie manages and trains the regional consultant wholesaling team for WealthVest. He manages relationships with brokerage firms, independent BD’s, bank investment programs, and financial institutions.
Charlie graduated from the University of Texas at Pan American with a Bachelor of Business Administration in Economics. Charlie and his wife, Patti, have two children, and currently reside in Port Aransas, Texas. When he isn’t working, Charlie is an avid hunter and fisherman.
Charlie graduated from the University of Texas at Pan American with a Bachelor of Business Administration in Economics. Charlie and his wife, Patti, have two children, and currently reside in Port Aransas, Texas. When he isn’t working, Charlie is an avid hunter and fisherman.
Hosted By
WealthVest provides effective training resources for the modern financial professional. Backed by our expert marketing team, efficient operations team and top of the line product assessment tools, our nationwide wholesalers are dedicated to partner with financial professionals to grow and nurture their practices.
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