Join us for a practical session showing you the different ways in which Taxspace can be used in your practice to unlock value, create new conversations, and grow your business.
Whether you are an existing user or you are just curious to see what we do, this is a session well worth your time.
We will look at:
▶️ Identifying up to 9 opportunities from a client’s tax assessment
▶️ Living Annuity reviews
▶️ Investment Comparisons
▶️ Enhancing your retirement planning for clients
▶️ Q&A
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