According to recent research, tax planning is the top service clients with at least $250,000 in assets want from their financial advisor. To stand out in a competitive market, you need to take your financial planning business to the next level by learning how to seamlessly integrate tax planning into your services!
In this must-attend webinar, you’ll discover proven strategies to uncover tax-saving opportunities, incorporate them into comprehensive financial plans, and offer more value to your clients. Whether you’re an experienced advisor or looking to expand your expertise, this session will give you the tools to deliver tax-efficient solutions that align with your clients’ financial goals and drive better outcomes.
Learning Objectives:
- Identify Tax-Saving Opportunities: Learn to spot key patterns and life events where tax-saving strategies can enhance clients’ financial well-being and maximize after-tax wealth
- Integrate Tax Planning into Financial Strategies: Seamlessly incorporate tax considerations into retirement, estate, and investment plans for tailored, tax-efficient solutions
- Boost Client Value and Business Growth: Differentiate your practice by offering tax planning that improves client outcomes, deepens relationships, and drives growth
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™
Professor of Practice in Tax Planning, The American College of Financial Services
Chief Planning Officer, Buckingham Strategic Wealth
Sophia Duffy, J.D., CPA, AEP®
Associate Professor of Business Planning
The American College
