LIVE WORKSHOP:
The One Big Beautiful Bill Playbook:
What To Say & How to Say It
Clint Costa
Senior Wealth Strategist at Choreo
Susan Theder
Chief Marketing & Experience Officer at FMG
Samantha Russell
Chief Evangelist at FMG
Wednesday, September 10th at 12 pm PT | 3 pm ET
Turn Complex Tax Legislation into Your Competitive Advantage
The Big Beautiful Bill is creating waves… and confusion. While clients scramble to understand conflicting information from news outlets and social media, smart advisors are positioning themselves as the trusted voice of clarity.
You’ll walk away with:
🎯 Talking points directly from a CPA - clear, simple explanations for the provisions that matter most to your clients
📋 Ready-to-Use Communication Kit - emails, scripts, and marketing ideas you can implement immediately
❓ Answers to Top Client Questions – handle the concerns advisors are hearing most about the bill's impact
🏆 Expert Positioning Strategies – show your value without overwhelming or confusing clients
This isn't just about explaining tax changes. It's about showing up as the trusted source and expert when clients need it most (and capitalizing on the moment to gain new clients because of your proactive approach and clear communication).
