Value: Complimentary
Date: Tuesday, December 17, 2025
Time: 2 pm ET | 11am PT
Sponsored by:
For monetary advisors, the brand new 12 months presents a crucial alternative to maneuver past reactive problem-solving and construct deeper, extra resilient shopper relationships. Proactive, year-round tax planning is not a value-add; it is an important technique for demonstrating experience, stopping unwelcome surprises, and cementing long-term belief.
Be a part of us for an insightful webcast designed for advisors who wish to combine efficient tax planning into their observe. We are going to present clear, actionable steerage that can assist you construct a proactive framework that serves your shoppers and strengthens your advisory function. You’ll rework tax conversations from a supply of stress into a robust alternative for collaboration and trust-building.
You’ll be taught:
- Foundational methods for implementing an efficient, year-round tax planning course of.
- Confirmed strategies for initiating productive tax conversations with shoppers.
- Sensible suggestions for early-year tax planning and key year-end alternatives.
Audio system:
Michael Baughman, CFP® | Enterprise Activation Specialist | Holistiplan
Alanna O’Connell | Advertising Supervisor | Holistiplan
Register Now!
Cannot attend? Register to view the webcast on-demand.