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Call us today for help!  (844) 952-7279

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Training and Support for the Tax-focused Financial Advisor

  • WHO WE ARE
    • The Paragon Way
  • HOW WE CAN HELP
    • Tax Franchise Model
    • Federal Marketing Program
    • Advanced Tax Planning
    • Virtual CFO Services
    • Merchant Services
    • Estate Planning Program
    • Workshop Packages
    • CPE Offering
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  • CONTACT US
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  • WHO WE ARE
    • The Paragon Way
  • HOW WE CAN HELP
    • Tax Franchise Model
    • Federal Marketing Program
    • Advanced Tax Planning
    • Virtual CFO Services
    • Merchant Services
    • Estate Planning Program
    • Workshop Packages
    • CPE Offering
  • RESOURCES
    • Advisor Sign-in
    • Advanced Sales Team
    • New Business Development
  • CONTACT US
  • Search

Free Consultation!

Looking for leads and not sure how we can help? Let’s get on a call and talk through which options would work best for your firm.

Schedule a time

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Workshop Packages

Offer Educational Events

We offer complete workshop packages to get you in front of your clients and prospects. As part of your package, we’ll equip you with the tools and knowledge to present with ease.

Some of the workshops that we offer include:

  • Tax Planning
  • Federal Benefits
  • Integrated Trust System
  • Indexed Universal Life Insurance
  • Social Security Timing and Taxation
  • Women-only Social Security

In addition to PowerPoint presentations and other training materials, we offer an email awareness and drip marketing campaigns to make sure that your client sees your name multiple times before and after an event.

Get Started

See how we can help you grow your business. Schedule a free 30-minute discovery call

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Free Consultation!

Looking for leads and not sure how we can help? Let’s get on a call and talk through which options would work best for your firm.

Schedule a time

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PARAGON TEAM

Stephen Way

Angel Way

George Elias

Mike Cook

Ciara Lister, Esq.

FOCUS AREAS

Tax Franchise Model

Federal Marketing Program

Advanced Planning

Virtual CFO Services

Merchant Services

Estate Planning Program

Workshop Packages

CPE Offering

NEWSLETTER

Contact Us

CORPORATE OFFICE

Paragon Tax Advisory 
1324 Pearl Road, Suite M-1
Brunswick, OH 44212

Schedule a call

(844) 952-7279

 

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