Live Virtual Academy

March 22 – 24, 2021    8:00 am – 3:00 pm PST

Looking to transform your business in 2021? At The Center’s Virtual Academy, you can gain all of the industry knowledge our Academies are known for while keeping you and your family safe at home—and while avoiding the additional cost of travel, lodging, and meals!

Don't Wait to Register—Our Virtual Academy is Coming Soon!

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Tuition is Only $545.00!

 

Your registration includes:

  • Access to all 3 days of the Virtual Academy
  • 20+ hours of live training not available anywhere else
  • 7 days of access to all recordings from the Virtual Academy
  • Learn from more than 15 of the nation’s leading coaches, producers, tax attorneys, and CPAs
  • A complimentary Practice Analysis delivered by one of our leadership team prior to the Academy—a $799 value!

Why Attend thVirtual Academy?

The impact of the COVID-19 pandemic motivated us to find a way to help our fellow industry professionals succeed even in the era of social distancing. You won’t have to fly, eat at restaurants, or stay in a hotel to get the valuable information that will transform your business forever.

Can you see yourself answering “yes” to any of the questions below?

  • Do you ever wish you had more opportunities to implement financial strategies with experts who are honest and reliable?
  • Do you want to form personal and professional relationships with the industry’s top-performing CPAs, tax attorneys, financial advisor, and insurance industry icons?
  • Would you like to be able to provide clients who own businesses with a financial plan prepared by experts that will reduce their taxes?
  • Do you wish you had an expert to call for another perspective on how to engage a high-net-worth prospect?

Attend our Virtual Academy and we can show you how you can accomplish those goals!

Testimonials

★ ★ ★ ★ ★

This is really the future. If you’re not doing advanced tax planning, you’re going to miss out, so you need to be taking advantage of this training now.

Bruce Hosler, EA, CFP®, AIF®

Hosler Wealth Management

★ ★ ★ ★ ★

Most definitely worth the investment. I’ve been in the business for 30 years, and when I think about the language that I use now with clients, what I’ve picked up at past academies, it’s really made a big difference in my practice.

Don Warnke, CLU, ChFC, CASL, RICP

Country Financial

★ ★ ★ ★ ★

As a new member, the benefits of this organization are huge compared to the cost of membership! Great value for the money. Well worth it!

Gregory Krpalek, ChFC®, CLU

Krpalek Financial Services

★ ★ ★ ★ ★

If you’re going to utilize income or estate tax planning strategies, you definitely want associate with people like Simon Singer. He knows those strategies inside and out and can help you make a lot more money.

Mark Pace

ObjectiView

Virtual Academy Takeaways

What can you expect to take away from the Virtual Academy? The short answer is: access to ideas and concepts that will substantially increase your client deliverables and practice income, techniques that are proven to open and close, and strategies that will have you working less and earning more.

That doesn’t tell the whole story, though. Here are some concrete examples of what you can expect to learn at our Virtual Academy!

  1. How to talk about reducing taxes in order to attract new clients.

  2. Hardwired tax reduction plans prepared by experts.

  3. Three ways to take over existing retirement plans that produce assets under management and insurance sales.

  4. Plans to stay away from.

  5. Whether term or permanent life insurance is a better option.

  6. A retirement plan that provides more retirement income than a defined benefit plan—and it’s tax-free.

  7. SCI education and presentations.

  8. Expert resources to help educate you on sophisticated strategies you can use to orchestrate engagements and close business.

  9. A lead system that tells you who has retirement plans, also how much is in them, what the current yield is, how much they’re paying in fees, whether or not the yield and fees are in line with their industry and geographic area.

  1. Exit strategies from qualified plans that reduce income and estate taxes.

  2. A Defined Benefit Plan that creates guaranteed income.

  3. Five ways to convert IRAs, Profit Sharing 401(k), and Defined Benefit Plans to Roth IRAs.

  4. How to get doctor, dentist, and CPA clients.

  5. Strategic partnerships with CPA firms and Property and Casualty Agencies.

  6. A retirement plan that provides health benefits that are tax-deductible and tax-free.

  7. Digital content marketing done for you, already pre-populated with the relevant information.

  8. Marketing with customized short video vignettes.

  9. A computer system that tells you which assets to access in what amount and at what time in order to maximize your income, your legacy for your children, and/or your charitable contributions.

Virtual Academy Agenda*

*Times and speakers subject to change.

*All Times below are Pacific Daylight Time

Day One

March 22

Start Time

End Time

Topic

Speaker

8:00 AM8:20 AMWelcome & ExpectationsThe Center Team
8:20 AM9:10 AMTax Reduction PlansSteven Piasick, CPA, MT
9:10 AM10:15 AMShareholder Perspectives (Keep or Transition Out)Joe Strazzeri, Esq.
10:15 AM10:20 AMBreak
10:20 AM11:25 AMTBDSimon Singer, CFP®, CAP®, RFC®
11:25 AM12:30 PMTBDCurtis Cloke
12:30 PM1:00 PMLunch
1:00 PM2:05 PMThe Social Media Sales RevolutionKevin Kneble, CMEC
2:05 PM2:25 PMValue and BenefitsBrad Etheridge, CMO
2:25 PM2:30 PMBreak
2:30 PM3:05 PMSelling TechnologiesJerry Mainardi

Day Two

March 23

 

Start Time

End Time

Topic

Speaker

8:00 AM8:20 AMWelcome, Recap, & Today’s ExpectationsThe Center Team
8:20 AM8:55 AMPhsychology of Working With DoctorsDr. Vicki Rackner
8:55 AM9:30 AMTBDHarold Dilema, MBA, RICP™,CASL™
9:30 AM9:40 AMBreak
9:40 AM10:30 AMSimon Singer, CFP®, CAP®, RFC®
10:30 AM11:45 AMThe Power Of ZeroDavid McKnight
11:45 AM12:15 PMLunch
12:15 PM1:20 PMSolving the “Tax Time Bomb” on Rollover IRS AssetsJason Kurchner
1:20 PM1:35 PMValue and BenefitsBrad Etheridge, CMO
1:35 PM1:45 PMBreak
1:45 PM2:35 PMEstate Documents ProFrank Divers
2:35 PM3:10 PMTBDSimon Singer, CFP®, CAP®, RFC®

 

Day Three

March 24

Start Time

End Time

Topic

Speaker

8:00 AM8:20 AMWelcome & “Ah-Ha”sThe Center Team
8:20 AM9:10 AMAuctioning Off Life SettlementsDaniel Zeplain
9:10 AM9:45 AMTBDSimon Singer, CFP®, CAP®, RFC®
9:45 AM9:50 AMBreak
9:50 AM10:25 AMPotential Tax Law Changes and Planning For ThemDavid Neste
10:25 AM11:00 AMTBDSimon Singer, CFP®, CAP®, RFC®
11:00 AM11:30 AMLunch
11:30 AM12:45 PMSettlements – Effective UsesBruce Givner, Esq.
12:45 PM1:20 PMTBDMark Pace
1:20 PM1:25 PMBreak
1:25 PM2:15 PMTBDVincent M. D’Addona, MSFS, CLU®, ChFC®, CExP®, RICP®, AEP® (Distinguished)
2:15 PM3:05 PMTax Reduction PlansWalt Dallas, Esq., LLM (Tax)
3:05 PM3:20 PMClosing RemarksThe Center Team

 

Our Superstar Academy Faculty

Vincent M. D’Addona, MSFS, CLU®, ChFC®, CExP®, RICP®, AEP® (Distinguished)

All time production leader at Guardian Life

Joseph Campo, Esq.

Defense Attorney
Professional Liability Partner
Lewis Brisbois

Cutis Cloke, CLTC, LUTF, RICP®

Preeminent Expert in Maximizing Retirement Cash Flow

Frank Divers

Co-Founder/ CEO –
Estate Docs Pro

Walt Dallas, Esq., LLM (Tax)

Specialist in Tax Reduction Plans

Harold Dilema, MBA, RICP™,CASL™

Financial Independence Group
Annuity Marketing, Retirement Planning, and Wealth Preservation Specialist

Will Duffy, ChFC, RICP, EA

Duffy Financial, LLC

Brad Etheridge

Chief Marketing Officer at The Center for Tax Strategies and Resources who has presented over 400 seminars to doctors

Bruce Givner, Esq.

A preeminent Tax Attorney who will teach you tax strategies you can implement after the Academy ends

Jason Kurchner

Founder of Sage Consulting with a national presence

Kevin Knebl, CMEC®

LinkedIn’s Most Recommended Business Speaker of 2020

Jerry Mainardi

Managing Partner/Client Success Officer, Selling Technologies, and Video Marketing Pioneer

David McKnight

Author of Best Selling Book
The Power of Zero

David Neste

Chairman Emeritus
Prager Metis

T. Mark Pace

National expert in Life Insurance Policy Management

Steven Piasick, CPA, MT

Specialist in Tax Reduction Plans

Dr. Vicki Rackner, MD, FACS

Advisory Board Chair, Doctors Academy of Economics

Simon Singer, CFP®, CAP®, RFC®

Nationally recognized as one of our industry’s largest and most successful producers and an in-demand speaker specializing in language, discovery, and strategies 

Joe Strazzeri, Esq.

Highly-acclaimed Tax Attorney and creator of the Southern California Institute Laureate Training Program, a training think-tank for CPAs and attorneys

Daniel Zeplain

Unique Senior Settlement expert specializing in increased efficiency for clients

Tuition is Only $545.00!

 

Your registration includes:

  • Access to all 3 days of the Virtual Academy
  • 20+ hours of live training not available anywhere else
  • 7 days of access to all recordings from the Virtual Academy
  • Learn from more than 15 of the nation’s leading coaches, producers, tax attorneys, and CPAs
  • A complimentary Practice Analysis delivered by one of our leadership team prior to the Academy—a $799 value!

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