LIVE TRAINING – Thursday, December 4th @ 5PM PT / 8PM ET

 INCREASE YOUR IMPACT AND INCOME WITH:

 INCREASE YOUR IMPACT AND INCOME WITH:

UNBLINDED MASTERY

FOR ACCOUNTANTS

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CLICK TO UNMUTE

Keep It in the Family:

Keep It in the Family:

How You Can Save

How You Can Save
& Build your Legacy

& Build your Legacy

Through Proper Tax-Based Planning

Through Proper Tax-Based Planning

Before You Close the Books on 2025…

What if you could reduce your tax bill and reposition those dollars into your family’s long-term financial future?

As the year ends, high-income business owners and professionals are looking for legitimate, powerful ways to keep more of what they’ve earned. This training reveals how pension-style plans, life insurance, and other coordinated tools can create real results, both in the present and for generations to come.


What if you could reduce your tax bill and reposition those dollars into your family’s long-term financial future?

As the year ends, high-income business owners and professionals are looking for legitimate, powerful ways to keep more of what they’ve earned. This training reveals how pension-style plans, life insurance, and other coordinated tools can create real results, both in the present and for generations to come.

↓ CLAIM YOUR FREE SESSION HERE↓

↓ RESERVE YOUR SPOT BELOW↓

Thursday, December 4th @ 5PM PT / 8PM ET

Thursday, December 4th @ 5PM PT / 8PM ET

 FIRST NAME:
 LAST NAME:
 PHONE NUMBER:
 EMAIL ADDRESS:
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RESERVE YOUR SPOT NOW!

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Welcome

TO UNBLINDED

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Do you feel the push to do more with your accounting career? Are you ready for a seismic shift in how you create revenue, forge client relationships, and elevate your practice? It’s not just about numbers; it’s about creating a legacy of influence, impact, and freedom.

 CLAIM YOUR SESSION NOW

↓ CLAIM YOUR FREE SESSION HERE↓

↓ CLAIM YOUR FREE SESSION HERE↓

 FIRST NAME:
 LAST NAME:
 PHONE NUMBER:
 EMAIL ADDRESS:
*By submitting this form, you will receive marketing information from Unblinded's team. Your information will never be shared.
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What You’ll Learn:

Why pension-style plans remain one of the last tax shelters available to business owners and professionals.
How to structure these plans using annuities and whole life insurance to get tax-deferred growth, tax-free access, and guaranteed retirement income.
The strategic legal lens from Nikhil Agharkar on compliance and what separates successful strategies from those that fail IRS scrutiny.
How this feeds an accelerated wealth strategy and contributes to the “six returns on one dollar” concept.

What You’ll Learn:

Why pension-style plans remain one of the last tax shelters available to business owners and professionals.
How to structure these plans using annuities and whole life insurance to get tax-deferred growth, tax-free access, and guaranteed retirement income.
The strategic legal lens from Nikhil Agharkar on compliance and what separates successful strategies from those that fail IRS scrutiny.
How this feeds an accelerated wealth strategy and contributes to the “six returns on one dollar” concept.

Your Hosts:

Robert Gill

Founder | CEO
With over two decades in financial services, Robert and his team have completed more than 23,000 cash flow analyses and 10,000 financial plans, helping clients achieve true financial freedom—the ability to live life on their own terms. Inspired by his upbringing in Bayonne, New Jersey, where he saw his father work multiple jobs to make ends meet, Rob is passionate about financial education and ensuring others never experience the same uncertainty. His mission is to guide individuals toward financial clarity, helping them budget wisely, prepare for tomorrow, and still enjoy today.

Nikhil Agharkar, Esq.

Tax Attorney & Wealth Advisor, Crowne Point Tax
A graduate of Carnegie Mellon University, Nik is a highly skilled tax attorney and wealth advisor. Nik has a unique way of finding obscure sections of the tax code to help create dynamic and powerful tax-saving strategies for his clients. Nik works with executives, small business owners, and family offices to game plan their journey to paying the least amount of tax allowable under the law. Nik also has experience in tax preparation, ensuring that the strategies he creates for clients are implemented correctly.


Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

Your Hosts:

Robert Gill

Founder | CEO
With over two decades in financial services, Robert and his team have completed more than 23,000 cash flow analyses and 10,000 financial plans, helping clients achieve true financial freedom—the ability to live life on their own terms. Inspired by his upbringing in Bayonne, New Jersey, where he saw his father work multiple jobs to make ends meet, Rob is passionate about financial education and ensuring others never experience the same uncertainty. His mission is to guide individuals toward financial clarity, helping them budget wisely, prepare for tomorrow, and still enjoy today.

Nikhil Agharkar, Esq.

Tax Attorney & Wealth Advisor, Crowne Point Tax
A graduate of Carnegie Mellon University, Nik is a highly skilled tax attorney and wealth advisor. Nik has a unique way of finding obscure sections of the tax code to help create dynamic and powerful tax-saving strategies for his clients. Nik works with executives, small business owners, and family offices to game plan their journey to paying the least amount of tax allowable under the law. Nik also has experience in tax preparation, ensuring that the strategies he creates for clients are implemented correctly.


Klaus Bartram

[ Voluntary Benefits Specialist ]
Whether he’s helping an entire school district or individual teachers, Klaus finds the best road toward financial stability. He shows districts, towns, and even correctional facilities how to enhance their benefit package with no direct cost. For employees, he teaches how to plan for maternity leave, protect their paycheck and draw a blue print for retirement.

Voluntary Benefits has been his passion during his two decades in the financial industry, helping small and large business owners alike. Klaus has also recruited and trained hundreds of new agents. He is especially proud that a number of his recruits now manage Fortune 500 companies and implement the same training strategies.

On LinkedIn, he is known as “The Teachers’ Financial Guy.” He gives tips to more than 10,000 educators every day on how to plan for retirement and how to protect themselves from the unexpected.

His wife, Laura has been a teacher for over 20 years. They live in Middletown, New Jersey with their children Connor, Molly and Declan. Klaus has also served as the Ambassador to the Children’s Hospital of Atlanta where he worked with other agents to raise money to help fight the battle of childhood cancer.

David Hammer

[ Financial Services Representative ]
David’s combination of experience, professionalism and versatility can help you meet your financial goals, estate strategies and insurance needs. Whether you are preparing for milestone life events like retirement or college, or whether you’re simply looking for daily help in providing more financial freedom, he can keep you on track. Some clients look to him for life, disability income or long-term care insurance protection.

David’s advice is informed by approximately 30 years in the financial services industry, including stints as a portfolio manager for a private money manager.

He is also a proud 3-time NYC Marathon finisher and enjoys regularly competing in endurance competitions, including half and full Ironman triathlons. David promises, along with the team at Epic, to give you a new level of attention, insight and capability.








Parker Russo

[ Chief Marketing Officer ]
Parker is considered to be the mind behind the branding and marketing of Epic Financial Strategies. He is experienced in all aspects of brand building and has brought Epic’s presence to life over the years by creating and building social media platforms, marketing campaigns, consistent content creation, website design, print marketing and more.

Parker is a graduate of Georgian Court University with a BA in Graphic Design and Digital Media. He currently resides in Monmouth County, New Jersey. Outside of Epic, Parker is also an experienced Master of Ceremonies for an entertainment company, with experience speaking in front of thousands of guests at weddings all over the Tri-State Area. He also enjoys traveling, graphic design, fitness and health.










Antonio Vaglica

[ Financial Services Representative ]
Born and raised in Long Island, New York, Antonio was a baseball player throughout his life. After a great four-year career playing Division 1, Antonio branched out into his other love: the financial services industry.

He started a podcast with his partner called “The LearnLead Podcast.” One of their guests was Epic’s founder, Rob Gill. Through the immediate synergy between them created on that podcast, Antonio came aboard the Epic team and continues to hit it out of the park. He looks forward to servicing his clients providing anything they may need.











Alexa Criollo

[ Financial Services Representative ]
Alexa is a Wealth Strategist at the renowned Epic Financial Strategies in Red Bank, New Jersey. She specializes in making sure her clients have the appropriate tools, so they are well prepared for their financial future.

She knows intimately what happens if someone doesn’t have a strong education in personal finances. Her understanding and her compassion inspires her approach of guiding financial planning with education. She ensures that her clients are well-informed and can make educated decisions when it comes to their money.

She has the privilege of helping individuals, business owners, and entrepreneurs in protecting, leveraging, and building their wealth. She is an active public speaker on topics such as financial literacy, money mindset, and financial planning.

Alexa is a SUNY New Paltz graduate, and currently lives in Queens, NY. She goes snowboarding when she’s not helping others. A proud Latina, being bilingual lets her serve those whose native language is Spanish. Her mission is to retire her mother, create generational wealth for her family and continue to guide others in optimizing their financial journey.

Bruce Bock

[ Financial Services Representative ]
After a successful 30-year career in sales, and an early retirement, Bruce still wanted to help people. That’s why he recently joined the Epic team as a Licensed Insurance Specialist. A dedicated professional, Bruce is committed to providing financial knowledge and assistance in the insurance industry.

Born and raised in Jersey City, New Jersey, Bruce studied Economics and Business Administration at Upsala College. He brings a wealth of experience to a very talented Epic family. Bruce looks forward to once again providing excellent service to all clients.











countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

Reserve Your Spot Now

This is a live-only event and seats are limited. Join us to gain clarity, strategy, and options to act on before year-end.

Thursday, December 4th @ 5PM PT / 8PM ET

100% Free | Live via Zoom | Registration Required
countdown
00 Years 00 Months 00 Weeks 00 Days 00 Hours 00 Minutes 00 Seconds

Reserve Your Spot Now

This is a live-only event and seats are limited. Join us to gain clarity, strategy, and options to act on before year-end.

Thursday, December 4th @ 
5PM PT / 8PM ET

100% Free | Live via Zoom | Registration Required
© 2025 EPIC Financial Strategies & Crowne Point Tax. All Rights Reserved. This content is for educational purposes only and should not be construed as tax, legal, or investment advice. Consult with a qualified professional to determine what strategies are appropriate for your individual circumstances. Life insurance policies and pension plan structures referenced herein are illustrative and subject to underwriting and compliance approval.

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