Macro Planning Group
Private
3 members
Free
Macro Planning Group is a community for financial advisors who want to expand their capabilities, strengthen their businesses, and deliver a true family-office-style experience.
Members receive practical training and education across the entire financial landscape—including:
Estate and Legacy planning
Retirement and Investment Planning
Tax Mitigation Strategies
Life and Disability Insurance
Long-term care planning
Cash-flow management
Home, auto and liability insurance
Health and Medicare Strategies
Funeral planning
This community goes beyond education. You’ll also gain access to the products, services, specialists, strategies, and implementation support needed to bring comprehensive planning to your clients. Instead of addressing one financial need at a time, you’ll learn to coordinate every part of a client’s financial life into one connected plan—helping you deliver greater value, deepen relationships, protect wealth, and build a more distinctive and profitable business system.
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A community where advisors gain access to an elite family office style system of education, trusted partnerships and premium products and services.