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Course Email Scripts

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Your Retirement and Taxes Course Email Scripts

Lesson

Materials

Click on Materials to download the Course Email Scripts.

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Previous Lesson

Course Lessons and Progress

Powerpoint Presentations and Training Videos

Your Retirement and Taxes Powerpoint (2020)

Your Retirement and Taxes Powerpoint - AEWM Version (Updated April 2020)

Your Retirement and Taxes Training Video

Class Materials and Supplemental Materials

Tax Strategies Whitepaper AEWM

Tax Strategies Four Buckets Whitepaper

Tax Evaluation Form

Tax Evaluation Form AEWM

Tax Course Confirmation Letter

Sign-In Sheet Template

Tax Summary 2020

Digital Campaign Process

Process Documents

Course Email Scripts

Class Confirmation Process

Return to Your Retirement and Taxes

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