We are thrilled to announce our first-ever in-person Tax Planning Journey at Nitrogen’s Fearless Investing Summit in Nashville this October is sold out! This free event is an opportunity for financial professionals to enhance their tax planning strategies, learn from industry experts, and network with peers.

Sign Up to Attend Virtually

and receive 3 CE CFP credits

Gain valuable insights into the latest tax planning trends and tools, helping you better serve your clients and grow your practice. Don’t miss this opportunity to elevate your tax planning expertise in a dynamic and engaging environment!

Agenda

Wednesday 10/23/24 from 9a – 12:30pm

9:00am – 9:10am: Welcome
Torie Happe, Head of Partnerships, Holistiplan
Laura Beaulieu, VP Marketing, Holistiplan

9:10am – 10:10am: From closing business to client wins, using tax planning to drive business growth
Debra Taylor CPA/PFS™️, JD, CDFA®️

10:10am – 10:20am: Break

10:20am – 11:15am: How to Leverage Your Tech Stack for a Better Client Experience

Samantha Russell, Chief Evangelist, FMG
Nick Harding, SVP Advisor Success, Nitrogen
Torie Happe, Head of Partnerships, Holistiplan

11:15am – 11:50am: Holistiplan New Product Announcement: All about Estate!

Roger Pine CFA, CFP®, CEO and Co-Founder, Holistiplan

11:50am – 12:30pm: Complimentary Lunch with Holistiplan