How to Benefit Client Strategies By Incorporating Financial Architecture
Exclusive Webinar: "Financial Architecture: A True Multi-disciplinary Collaboration"
Presented by David Reyes, Jr., Founder of Reyes Financial Architecture, Inc.
Tuesday, May 25th at 2:00 p.m. ET
Financial Architecture: A True Multi-disciplinary Collaboration
Start your collaborative efforts today with Roth Conversion Strategies
There are many reasons why financial advisors don’t like to collaborate with other professionals to service mutual clients, or even avoid collaborating all together. While several motivations include ego, experience in collaborating and client control, another reason is often what truly successful collaboration requires the advisor, CPA or attorney to bring to the table. Join David Reyes, founder of Financial Architecture Inc., as he introduces the impact financial architecture can have on your firm and clients; explores the rules for collaboration; and details the roles each advisor plays in collaborative efforts. His presentation will provide an example of a collaborative effort that can be implemented by advisors immediately: the Roth IRA conversion strategy for clients.
Register for the webinar today to discover:
- Barriers to effective collaboration
- What makes a successful collaboration
- Collaborative Case Study: Roth IRA Conversions
About David Reyes
David Reyes, Jr. is Founder and Chief Financial Architect of Reyes Financial Architecture, Inc., a financial architectural firm specializing in tax reduction, asset preservation, estate and retirement planning. David works with leading CPA’s, attorneys and advisors to design and implement strategic tax and wealth plans for high net-worth individuals, families and business owners. David has been a nationally recognized advisor, author & speaker for over 15 years.
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Join the Equity Trust Financial Network for CPAs, attorneys and financial professionals to get more details and sign-up for this exclusive webinar.
SPECIAL BONUS: If you join the network you can access a recording of a previous webinar from Bob Keebler titled: "Maximizing Roth IRA Conversions: 8 Reasons to Convert".
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