Review Detail

I'd recommend to Robert to re-frame his education perspective - instead of starting with the tax code, start with our clients in mind. The examples are great because they do this, and I'd personally benefit more from having the examples drive the discussion. For example, he could start with "client A" has $x in assets, 3 children, $y in income - here's how this impacts "client A" and here are the mitigation strategies for Planners to consider. All our work is client centered, so should the training.