Do you want to attract wealthier clients?


The 2023 HNW Prospecting Masterclass

3 hours of video content + 3 live weekly sessions

By the end of this masterclass you'll be able to:

• Deliver ten powerful strategies that help you solve wealthy clients' biggest tax issues

Identify at least three HNW prospects in your circle who can benefit from the strategies and get a meeting booked with each of them

Understand the five resources you need on your team to execute efficiently and effectively

Deploy four proven marketing programs that consistently attract affluent prospects

Have lifetime access to live session recordings

What Others Are Saying

"Heath has the keys to the kingdom."

- Jonathan Howard, Accurate Wealth Management

"My CPA that works for me doesn't know 90% of the
tax strategies [Heath] is talking about"

- Brian Bowen, Integrity Financial Planning

"The value that [Heath] can provide to a financial
advisor...I haven't seen it anywhere else."

- Thomas Acerra, TJ Acerra and Associates

The Experts


Heath Walters, CPA

The Walters Institute

Gus Gotsis, President

Accurate Advisory Group

Robert Leone, CTFA

Accurate Advisory Group

Daniel Goodwin, Founder

Matt Leonard, CPA

Leonard & Leonard CPAs

The Topics

Week 1

Estate Planning/ Tax Efficient Investing

• Why Section 706 portability is important

• How IRAs for beneficiaries can change a client's life

• The power of tax loss harvesting

• Mitigating dividend-related liabilities

• The tax efficiencies of options contracts

Week 2

Capital Gains Planning

• Tapping into passive and active mechanisms

• How to leverage Delaware Statutory Trusts

• The importance of Qualified Intermediaries

• Maximizing the potential of Deferred Sales Trusts

Week 3

Business Owner Planning

• The one-two punch of captive insurance

• How Defined Benefit Plans improve retirement

• The role of private placement life insurance


Are you ready to make 2023
your best year yet?

Seats are limited to 10 per course, so reserve your spot today!

• Choose your start date •