President Donald Trump’s new tax bill sure is controversial; whether they agree or disagree with the new law, retirees and the soon-to-retire are interested and possibly worried about how the changes will affect their finances. While the services you provide may be broad, your prospects will react more to specific, relevant, and timely information. By using this current event-centered topic in your marketing, you will capture more people’s attentions and draw in more clients.
Many advisors find great success holding seminars that include information about changes to tax law, social security, and other factors that affect retirement because these are the issues that retirees are concerned about. It doesn’t have to be the central theme of your seminar, but as a bullet point on your list of topics to be covered, it does a great job sparking curiosity.
People are often passionate about their political opinions. Just seeing the name Donald Trump on a seminar invitation will elicit some kind of emotion in the recipient. Now that you have their attention, you plant the seed of uncertainty by informing them that tax laws have changed and that the changes will impact them. Who do people turn to when they are feeling uncertain? Advisors.
Here are some possible bullet points or headlines to help you entice more people to attend your seminar
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How will President Trump’s new tax bill affect your retirement?
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Will your taxes go up or down under President Trump’s new law?
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How to minimize taxation on your retirement accounts under Trump’s new law.
Some of the more specific topics that you could touch on which concern retirees include:
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The double standard deduction and the elimination of personal exemptions as well as most itemized deductions
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How to donate to charity from retirement accounts without having to itemize the donations by utilizing Qualified Charitable Donations
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When to start required minimum distributions in order to avoid going up a tax bracket when you turn 70 ½
