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Helping Your Clients Become Millionaires


Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 15, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

In this course, Tom shows how simple it is to become a millionaire in America today. He shows how every one of your clients will earn millions over their careers. But how much of it will they keep?

He discusses the three key steps to becoming a millionaire. First, he’ll review why it is important to make more money and how to accomplish that by working hard to get very good at what you do, remembering the importance of Ikigai. Second, he’ll share that most Americans spend too much of the money they make and will provide simple steps to change this problem. Finally, he’ll show the importance of investing in APPRECIATING assets.

This approach sounds easy, but, with markets near all-time highs and interest rates near all-time lows, it can get complicated. Tom will also show how financial health is tied directly to physical health, emotional health, and mental health. This course will help you build relationships with your clients, especially your younger clients.

Learning Objectives:

  • Justify why most Americans can become millionaires if they truly want to become one

  • Compile some ways you can make more money

  • Determine how it is possible to spend less when everything seems to cost more

  • Define the two things that keep most people from becoming millionaires

  • Identify how to invest in appreciating assets

  • Recall why the market has averaged 12% per year since 1924 but the average person averages 2.5%

  • Give examples of how financial health is tied to physical health, emotional health, and mental health

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Dave Hall

The Prosperity Guy
Managing Partner
(844) 455-0500


Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this by using little-known tax and investment strategies many other advisors overlook.
As the Prosperity Guy founder, Dave now spends his time educating thousands of professional advisors on how they can get themselves and their clients to the zero percent tax bracket and transform their retirement.


Tom Hegna
(855) 866-4346


Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been a top-rated industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist,

Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories.

About Our Presenter

The Prosperity Guy is a retirement education company that is quickly becoming a top brand in the industry.  Dave Hall started the company in 2019, with one course.  Since that time, the company has continued to expand their offerings to include multiple courses, and a podcast on tax-free retirement.  If you are looking for high quality, up-to-date, tax-free retirement education you have come to the right place.