Skip to content

Emerging Advisor

Marketing Programs
Team
Podcasts
Resources
Courses
Contact
EA Shop
Portal Login

Menu

Marketing Programs
Team
Podcasts
Resources
Courses
Contact
EA Shop
Portal Login

Your Retirement and Taxes Training Video

Classroom Seminars

0% Complete

0/15 Steps

Your Retirement and Taxes Your Retirement and Taxes Training Video

Lesson

Materials

.

Previous Lesson

Lesson Downloads and Notes

TaxClassVideoScript2018

This video can be viewed on YouTube at this URL: https://www.youtube.com/watch?v=IMe2MUcoLZM

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

Emerging Advisor

Corporate Office
5200 W 94th Terr, Suite 206
Prairie Village, KS 66207

800-440-5042
Schedule a Call

Menu

800-440-5042
Schedule a Call

© 2021 Emerging Advisor. All Rights Reserved.

Scroll to Top