Wealth.com Tax Planning Office Hours
Upcoming Sessions
April 30 at 1:30PM ET | May 7 at 1:30PM ET
Join us for an interactive Tax Planning Office Hours session with Wealth.com’s own Sergio Steele. This is your opportunity to go beyond theory and get practical, real-time insights on the strategies advisors are using to navigate today’s tax landscape.
Whether you’re thinking through client scenarios, exploring planning opportunities, or looking for clarity on complex topics, this session is designed to be flexible, conversational, and directly useful to your day-to-day work.
Come prepared—this is an open forum. Bring your questions and take advantage of the live Q&A feature to get answers tailored to what matters most to you and your clients.
Reserve your spot today.
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