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W.I.I.F.M. S4

Published on: 6th June, 2021

What's In It For Me (W.I.I.F.M.)?

  1. Why should you spend your time planning - what's the benefit
  2. How do I benefit from my estate plan
  3. Implement tax strategies and keep more hard-earned money in your pocket
  4. keeping your future ex son/daughter-in-law from getting your estate

Have you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. Defined benefit plans, think lifetime pensions, are going away. Find out What's In It for You -

Taking advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

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About the Podcast

Professional Edge
Investment Tax Legal Strategies from a Tax Attorney, CFP®, CPA
Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want more $$ - You have to make better decisions. Information alone will not change anything, you have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.

About your host

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SEAN TODD

Tax Attorney CPA CFP® - Host of the Professional Edge weekly radio show and adjunct tax professor The University of Georgia. Principal at Estate Management Counselors, LLC with offices in Atlanta and Columbus, GA where our clients benefit from fee based professional portfolio management, implementing estate planning solutions, asset protection planning and income tax saving strategies. A unique combination of professional credentials allow our clients to be the real winners.