...advisors and end clients loved him! Since yesterday, I have received 4 requests from advisors that would like to use Jeff for client seminars. The team that used Jeff last night had solid feedback, and I have already received calls from their prospects to set up meetings. The team also told me that we should see a few more million into our funds.

— D. Drew, Fred Alger & Company, Incorporated

You were the highlight of the program! Jeff has done an excellent job at our meetings and the Advisor surveys have been extremely positive.

— Andrea T.

Your session was very well received and our clients really appreciated your insights, opinions and thought provoking suggestions. Your involvement helped make our event a huge success-Thank you.

— Scott W.

The Washington Update: An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning

Jeff Bush, an expert on creating and implementing innovative client solutions to take into account the current political, tax and fiscal environment in Washington D.C., will provide an analysis of the 2010 year-end tax compromise and a prognosis for the divided Congress in 2011, including what initiatives may (and likely will not) be susceptible to compromise and enactment. Potential topics will include efforts to reduce the federal budget deficit, the future of income taxes rates and tax reform, business tax changes, the estate tax, health care reform, climate change legislation, entitlements, and retirement planning.

Jeff also will discuss strategies that investors and financial advisors might consider to take advantage of (or protect against) the current fiscal and tax environment, including specific strategies for investment, wealth transfer, and retirement planning."

Jeff is a great business partner. He is collaborative, dependable and always willing to roll up his sleeves to get the job done.

— J. Rolland, Managing Director

Jeff has taken the time, at each opportunity, to provide me an alternative direction or perspective to help me reach my goals with Merrill leadership and Financial Advisors.

— M. Sullivan, Vice President

Jeff Bush earned a tremendous reputation of recruiting, selecting, training and developing successful sales professionals within the Merrill Lynch® system. Having won Sales Manager and Field Leadership awards, Jeff now offers his proven process of success to the third party partner system. This is the same program Jeff has taken his new hires through in his 22 years in financial services and Merrill Lynch® experience. Your team can now benefit from his proven success model.