Discover 3 Ways to
Deliver Massive Value
Through Tax Planning

Learn how top financial advisors use tax strategies to stand out, provide massive value, 
and drive client results - without being a CPA.

Join Our Exclusive Training Series and unlock the tax planning strategies that will separate you from the competition.

✔️ How to use tax returns like a financial planning roadmap.
✔️ The one tax planning question that converts more prospects.
✔️ How to build a repeatable, scalable tax planning process.

Fill out the form and save your spot in this game-changing training series.

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ABOUT THE TRAINERS
Micah Shilanski, CFP®
The Perfect RIA | Shilanski & Associates
Micah Shilanski, CFP®, is a leading financial planner known for turning the 'impossible' into reality. As a sought-after speaker in lifestyle design for financial planners, he spends over 6 months away from the office annually while consistently growing his practice by at least 20%. Micah's success stems from his relentless focus on client value, optimizing operations, and leveraging technology. He specializes in federal retirement benefits, showcased through his platform Plan-Your-Federal-Retirement.com and e-book "The Best Kept Secret in CSRS". 
 Matthew Jarvis, CFP®, ChFC
The Perfect RIA | Jarvis Financial
Matthew Jarvis, CFP®, is a top financial advisor, author, and industry leader known for helping advisors Deliver Massive Value™. As co-founder of The Perfect RIA and co-host of its chart-topping podcast, Matthew shares practical strategies that challenge outdated industry norms. He is recognized for his bold approach to increasing profitability by systematizing operations, raising fees, and creating real value for clients. At Jarvis Financial, he manages $175M for 150 households - generating $2M annually - while enjoying over 250 free days each year.
We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice. 
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