Webinars & Videos
Tax Planning That Actually Works: Streamlined Workflows for Busy Advisors
Upcoming Webinar
July 8 at 10:00 AM PT | 1:00 PM ET
Tax planning doesn’t have to be overwhelming, or time-consuming. In this session, we’ll break down how advisors can build simple, repeatable workflows that turn tax planning into a scalable, high-impact part of the client experience.
Whether you’re just getting started or looking to refine your process, you’ll walk away with actionable strategies you can implement right away.
What You’ll Learn:
- How to design repeatable tax planning workflows that fit seamlessly into your existing planning process
- Where tax planning fits in the client lifecycle
- Best practices for prioritizing opportunities so you focus on the highest-impact planning ideas
- Simple ways to systematize review, delivery, and follow-up to improve efficiency and consistency
- How to communicate tax insights to clients in a way that drives engagement and action
This webinar has been approved for 0.5 CFP® CE credits.
Reserve your spot today.
Emily Rassman
Partner, Senior Financial Planner at Archer Investment Management
Trusted Estate Planning Solution for the Industry’s Leading Firms
