Join Mike Canet this September at Impact Partnership's Tax Builder event to uncover the client opportunities hidden in the Big Beautiful Bill and other recent legislation.

What You’ll Walk Away With:

  • ✅ Why diversifying tax buckets is just as critical as diversifying investments
  • ✅ Proven tax-focused talking points to boost seminar attendance and client engagement
  • ✅ A full breakdown of tax strategies including:
    • Retirement Income Optimization
    • Roth Conversions & IRMAA
    • Deferred Sales Trusts
    • Tax Harvesting
    • 1031 Exchanges
    • CRTs & QCDs
  • ✅ Mike’s full appointment process and how his team builds comprehensive plans
  • ✅ How to spot hidden opportunities in your book of business
  • ✅ CEO-level tips to run your practice more efficiently

Seats are limited—and your clients can’t afford for you to miss this. Fill out the form and our team will be in touch with more information.