Dru’s content is robust and relevant, constantly updated, and delivered through high energy, “story selling” presentations.
He is particularly adept at reducing complex financial, tax, and legal information to easily understood and actionable concepts that consulting professionals can communicate to their clients.
His programs will help you better understand the current and anticipated retirement, tax, and estate planning landscape, and consider a complete set of practical strategies that will enable clients to grow assets while protected as much as possible from future taxes and legislation.
You will walk away from Dru’s programs knowing what types of intuitive concerns your clients will have about taxes and legislation, and the types of conversations you should have to motivate clients into action.
Financial Advisor Client Appreciation Programs
Dru’s Client List Includes…
Keynote speaker Dru Donatelli is both an attorney and a registered representative and has been consulting financial advisors for more than 15 years on a variety of wealth management solutions including basic financial and estate planning, planning with retirement assets, and charitable strategies.
Mr. Donatelli’s content is robust and relevant, constantly updated, and delivered through high-energy, ‘story-selling’ presentations.
Since 2000, Dru has served as an insurance executive for several Fortune 500 insurance companies where he managed teams of professionals delivering advanced markets solutions.
The 5 Things Your Clients Need to Know
Dru explains what the American Taxpayer Relief Act really means for your clients, which ones will likely see income tax and other taxes increase, and on what types of income.
This presentation includes:
This program is fundamentally a practice management presentation…
Sequester cuts have only just commenced, the Administration will still try to get a FY2014 budget approved, and the debt ceiling will be debated again in the near future. Taxes and potential tax increases will be on the minds of all clients for the balance of 2013 and beyond!
In this presentation, Dru walks through the process of transitioning from the Accumulation Phase of retirement planning to the Distribution Phase of retirement planning.
This presentation discusses:
At the end of the presentation your advisors will be able to better understand: