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If you want to know how you and your clients can save thousands of dollars in taxes this
year, don't miss this exclusive session with Sandy Botkin. Sandy is a CPA, tax attorney,
author of several best selling books on taxes, and the exclusive Strategic Tax Coach for
Mortgage Planners. Sandy spent five years as the chief counsel for the IRS and he has taught
more than 50,000 tax payers how to save over $300 million in taxes. Sandy will teach you:
- The 10 most common mistakes people make that cost them thousands of tax dollars every year
- The 5 Tax Pitfalls Mortgage Planners MUST help their clients avoid
- The 3 Tax Loopholes most CPA's don't know
- The 1 ultimate tax strategy guaranteed to win relationships with high net worth clients
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Don't miss the Mortgage Coach pre-event bonus session, where Dave Savage will share
the top idea working in today's market, as voted on by Mortgage Coach members. Also,
be the first to hear Mortgage Coach's Big Announcements!
This is an advanced session for dedicated Mortgage Planners. Come prepared to learn
detailed strategies on how to create a customized mortgage plan for your clients that
moves them to action. You will also learn how to market yourself as a true Mortgage
Planner, separating yourself from all your competitors. This session filled to capacity last
year, please be early to ensure you get a seat!
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Take charge of your life, business, and income immeadiately! New markets call for new
strategies! Are you ready to re-invent your business?
Join Doug Andrew, author of the financial best seller "Missed Fortune," in this exclusive
session. Doug will teach you his wildly successful system for creating new loans by
teaching homeowners how to successfully manage their home equity. Doug Andrew is
one of the pioneers and leaders in the equity management movement. Listen closely and
you will be able to replicate Doug's success in your market.
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Matt Ferry
Leading Real
Estate Trainer
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Known as the
"Turn Around
Coach", Matthew
has demonstrated
he can get anyone to
succeed and achieve
their dreams,
whether you're a
novice or someone at
the top of your field.
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Joe Stumpf
By Referral
Only
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With his time tested
proven techniques,
Joe Stumpf will
teach you exactly
how to create and
sustian a 100%
referral by design
business.
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New this year! Real Estate Agents
are invited to attend special sessions
with the top real estate trainers in the
country, including Matthew Ferry,
Joe Stumpf, James Smith, and
Tom Ferry. Real Estate Agents
are welcome to attend all other
event sessions as well.
Call 1.866.304.8319 to find out
how to get half price tickets for
your real estate partners.
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James Smith, the
leading real estate
investment coach in
the country, will
share the strategies
that can help you
and your clients
become very wealthy
by investing correctly
in both residential and
commercial real estate.
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James Smith
Real Estate
Investor
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A dynamic session
for real estate
agents with Tom
Ferry, one of the
most successful real
estate trainers in the
country.
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Tom Ferry
Leading Real
Estate Trainer
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Jeff Crosby
Ameriprise
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The #1 financial
advisor in the
country for
Ameriprise teaches
you what it takes
to run a successful
financial planning
practice, and what
financial planners
must do to partner
with the top
mortgage brokers
in the nation.
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Dan Sullivan
The Strategic
Coach
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Dan Sullivan, founder
and CEO of The
Strategic Coach,
is the personal
coach of the top
entrepreneurs
in the country.
Find out why top
financial planners
flock to him for
his entrepreneurial
advice.
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New this year! Financial Planners
are invited to attend special sessions
with the top financial industry trainers
in thecountry. Financial Planners
are welcome to attend all other
event sessions as well, including
keynotes with Magic Johnson
and Jack Canfield.
Call 1.866.304.8319 to find out
how to get half price tickets for
your financial planner partners.
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One of the most
successful financial
planners in the country, teaches
you exactly how to
replicate his success
in your market.
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Garrett
Gunderson
The Freedom
Fast Track
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The author of
"Borrow Smart,
Retire Rich" teaches
you how to add
enormous value
to your client
transactions by
using financial
planning strategies.
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Todd Ballenger
Kendall Todd
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