Seminars & Programs Division
We’re proud to have presented seminars to outstanding organizations like these.
NAIFA National Conference ’09, ’10 and ’14; NAIFA-Charlotte, NC; NAIFA-Silicon Valley, CA; NAIFA-Washington Financial Services Forum, WA; NAIFA-Alameda County, CA; NAIFA-Northwestern, OR; NAIFA-Minnesota, MN; NAIFA-Greater Washington DC; NAIFA East Central, IN; NAIFA-Eastside, O’Fallon, IL; NAIFA-Wichita, KS; NAIFA-Central Arkansas, Little Rock, AR; NAIFA-Atlanta, GA; NAIFA-Greater Kansas City, MO; NAIFA- St. Louis, MO; NAIFA-Lexington, KY; NAIFA-Mobile, AL; NAIFA-Central Iowa , Des Moines, IA; FSP Greater Philadelphia, PA; FSP/NAIFA-Omaha, NE; FSP Greater Chicago, IL; FSP New York City, NY; FSP Long Island, NY; FSP Tampa, FL; FSP Hartford, CT; FPA, Oklahoma City, OK; FPA Tucson, AZ; FPA Central-CA; FPA Long Island, NY and FPA Dallas, TX, and many more.
What Insurance and Financial Association/Agency attendees have to say about our free seminar . . .
"I was responsible for finding a program that could make a serious difference in the financial lives of our members. I thought hard and long about all the many meetings I have attended in my 21 years in business for myself. In all those years, only a very few stood out as making a significant difference in my profitability. That's why I chose Bradford and Company’s seminar for my group. The program was a great success."
Frank Santos
Program Chairman and Vice President
Palm Beach Association of Insurance and Financial Advisors
Palm Beach, Florida
"It's hard to articulate exactly how I felt after 2 hours with your seminar leader on Tax Strategies, other than, WOW! This was a pleasant surprise to say the least. Talk about dynamic and entertaining. Your seminar leader not only managed to "give away" several hours of tax advantages in a seemingly short 2 hour period but did it with great expertise and tons of personality. I would, and have, highly recommended not only your speaker, but also the program. WELL DONE!"
Peachtree Planning Corporation
Caroline W. Barb
Director of Talent Acquisition
Atlanta, GA
“Great presentation as usual. We are in the business to make money, the more we keep the better. If you take the course and follow it, YOU will have more money in your pocket; a win/win situation for your clients and you.”
Gerry J. Corrigan, CLU, ChFC
NAIFA Daytona Beach President
“I came to your tax seminar in a skeptical frame of mind, but you won me over. I learned a tremendous amount and expect to save many thousands of dollars on my taxes. Great job!”
Richard S. Wieder President of National Association of Insurance and Financial Advisors
Broward County, Florida
“Your instructor did a great job of sharing really thoughtful ideas that we can share with own clients and use in our own practice!”
Shane Sullivan, FPA Program Chair
Austin TX
“The session was great! It was the most well attended meeting of the year and everyone stayed through the entire 2 hours. We highly recommend your presentation. And your presenter’s style is great for any audience – particularly a group of ‘I’ve heard it all before’ agents.”
We learned and re-learned several important tax facts that we had forgotten or thought we knew but did not. We bought the course and feel it is well worth it. Just one clarification in by your speaker in the presentation saved us well over twice the cost of the course. I definitely would recommend the program to any group. If you need anyone to talk with a prospective audience organizer, we would be happy to do it!”
Connie & Joe Crerand, CLU ChFC
Program chairs – West Valley NAIFA
Arizona
“Personality! Your seminar leader kept the audience's attention with their light (but professional) way...good sense of humor. Made a very painful subject interesting and engaging!”
Gayle Clark, Executive Director
San Diego Association of Health Underwriters
San Diego, CA
"Anybody that does Financial Planning should not miss this course! Most Financial Planners are either Business owners or have clients that own businesses. Much of the training we get on tax issues has to do with large corporations or retirement plans but this program is about the actual business owner.”
Jeff A. Ashford, CFP, FPA President
Oklahoma City, OK
“I was a little concerned when I agreed to have the program at our luncheon. I often get requests to have speakers at our meetings, but sometimes there isn't much meat to their programs. But your speaker came through with the promised tax savings. Everyone who attended said that they benefited from hearing the instructor speak. I wish that more of our members could have been there. Since I am retired, I bought the program for a friend of mine who has just started in the insurance business. That's how important I think the tax solutions program is!”
Nancy Rash, Director of Communications
Women in Insurance and Financial Services,
WIFS, Dallas TX
Don’t miss Bradford and Company’s
FREE seminar personalized for
insurance and financial professionals!
“Proven Tax Strategies”
For The Insurance and Financial Services Professional"
Our custom-tailored seminar
is absolutely FREE to qualified groups!Learn proven, legal ways to keep
more of what you earn!
Learn how to save $2,500 to
$27,000 in new deductions!
Want to find out how we can
present a free seminar for your members/colleagues?
Call now for information with no obligation:
Toll Free - (877) 829-9673
or click below to email now!
Responsible for creating a
memorable event for your members/colleagues?
Bradford and Company can help.
In fact, for over thirty years Bradford and Company has conducted hundreds of informative programs for insurance and financial services professionals all across the country.
Now, we’re available to provide your members/agents with a free, information-packed seminar guaranteed to save them literally thousands of dollars in taxes — just like we’ve done for the NAIFA National Conference ’09, ’10 and ’14, NAIFA-Washington Financial Services Forum, FSP Greater Chicago, FSP New York City, FPA Dallas, TX, HUA San Diego, and countless others.
If you and your members/agents are looking for proven, legal ways to save thousands of dollars on taxes, year-in, year-out, our must-attend seminar event is for you!
The simple fact is, accountants are like computers. Their performance depends entirely on the quality of the information they’re given. As the saying goes . . . “Garbage in. Garbage out.” If your accountant could follow you around every day and record everything you do, you’d be in great shape. Since that's impossible, you have to know what you can and cannot deduct.
After you attend our complimentary seminar, you’ll be able to help your accountant help you better than ever before!
We know your members/agents don’t want fluff or a rehash of information they already know. That’s why we provide money-saving, legal techniques they can put into effect immediately.
The content of our complimentary seminar is custom-tailored for your group. Just tell us your requirements and our highly-qualified seminar leader will do the rest.
We’ll come to you. That’s right. If you have a group of 15 or more self-employed/1099/statutory insurance/financial professionals, and our speaker is visiting your area, we’ll be delighted to come to your meeting place. (But please note that our seminars are available on a first-come, first-served basis.)
All Bradford and Company seminar leaders are highly qualified to teach the tax reduction strategies developed by company Founder and President, W. Murray Bradford, CPA. All our seminars are updated whenever a change is made to relevant tax laws.
Now’s the perfect time for our seminar! The sooner we present our seminar the sooner you and your members/agents will start saving big money. Don’t miss this chance to start claiming all the deductions you’re legally entitled to. Start saving now!
The bottom line? Your members/agents will save a tremendous amount of money by attending our seminar. Our promise? This is program your members/agents will thank you for!
How to build your member's/agent's business by maximizing tax deductions!
How tax law rewards agents with tax benefits when they are increasing both their customer base and their product reach. In other words, how tax law helps build sales production!
How a simple conversation can help your agents/members prospect for new business and develop new client relationships!
How the new tax law changes can dramatically increase your take home income.
How the latest new tax law affects purchases of cars, computers, and equipment!
Proven low-stress, time-saving techniques and strategies for avoiding an IRS audit! (Our strategies can save you a whole lot of pain and heartache!)
How to transform personal commuting to deductible business mileage!
How to use a little-known rule that can double your entertainment deductions!
How to help your accountant work a lot more effectively on your behalf!
How to claim your medical expenses as business deductions and deal with the Affordable Care Act!
How keeping records the right way can open up a whole new world of tax deductions
How to hire your spouse without triggering payroll taxes!
The one vehicle-ownership mistake that can cost you thousands, even tens of thousands of dollars!
The truth about appointment books and auto logs!
One simple tactic that makes your deductions stand up and shout, “I am deductible!”
How to deduct entertainment costs when you’re paying only for yourself
And that’s just for starters! . . .
Call now for information with no obligation:
(877) 829-9673
or email us now!
What if your thinking, "But I
already have an accountant. Why do
I need the seminar?"
We'll put on a seminar your
members/colleagues
will appreciate.
Take a look at the kind of
information your members/agents
will learn:
