Sep 13, 2021
Steven’s guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, Thomas’ niche is millennials. He often does tax planning for people whose income level is still on the rise.
Are you interested in content that provides
you with action steps that you can take to deliver massive tax
value to your clients? Then you are going to love our powerful
training sessions online. Click on the link below to get started on