FREE Tom Hegna Workshop
(with a nationally recognized CPA)
Reveals How To:

Attract More HNW Clients & Generate more Referrals Using Advanced Tax Strategies

Without Having To Be A Tax Expert!!!

Plus a CPA will even help close cases for you!

  • Date: Tuesday, July 22nd, 2025
  • Time: 11AM-12PM Eastern
  • Place: Zoom (you will get the link to attend live when you register)

Registration is Closing In

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About Gary Heldt, CPA

  • Certified Public Accountant
  • ​Certified Tax Coach
  • ​Podcaster
  • ​Best-selling author.

About Seth Greene

  • Seth Greene is the nation’s foremost authority on how to grow your practice with Direct response Marketing.
  • ​Seth is a 9 Time Best-Selling Author.
  • ​Seth co-hosts the #6 rated SharkPrenuer podcast with Shark Tank's Kevin Harrinton.
  • Seth has been written about in Registered Rep and Insurance News Net.

On This FREE Workshop, 
You'll Learn How To

  • ​How to generate more referrals without asking (literally get your clients bragging about you.
  • ​How to attract more high net worth clients.
  • ​Use advanced tax strategies without being a tax expert.
  • ​How to get a CPA to close cases for you.

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