Live Webinar
June 25, 2025 11am-4pm ET
Get ready for a power-packed day of actionable insights, real-world strategies, and expert guidance at Holistiplan’s upcoming event! Whether you’re looking to master tax law changes, confidently deliver tax planning, or streamline your practice management across tax and insurance—this lineup delivers.
Join us to learn from some of the best minds in the business and walk away with ideas you can implement immediately.
4 hours of CFP® CE credit will be available.
Tax law is changing fast—but with change comes opportunity. In this session, Jeffrey Levine will break down the most important updates and what they mean for advisors. Learn how to navigate today’s complex tax landscape and position yourself as a proactive, trusted guide to your clients.
Where’s the line between tax planning and giving tax advice—and how do you stay on the right side of it? Ben Henry-Moreland will unpack the key legal, ethical, and professional considerations every advisor should understand. Walk away with clarity and confidence about the value you can deliver without crossing into tax preparer territory.
You know tax planning is valuable—but how do you actually make it part of your firm’s DNA? Penny Philips will share practical strategies for embedding tax planning into your processes, positioning, and client experience. Ideal for advisors looking to scale their value proposition and differentiate their practice.
Insurance is often overlooked—but it can be a powerful planning tool. Meaghan Dowd will show you how to integrate insurance planning into your client conversations in a way that’s educational, ethical, and impactful. Learn how to lead with advice, not products, and build deeper trust with clients.
Join us in the bonus room for live demos, feature spotlights, and announcements. We’ll showcase the newest tools and you’ll get a hands-on look at how Holistiplan is evolving to meet your needs.
Attendees for Last Quarter’s Keynote
Tax Returns Summarized.
Years of Advisor Work Saved.
of Being the #1 Spot for Tax Planning.
“Holistiplan lets us maintain more clients than any other piece of technology that we use. The ROI has been incredible.”
“This provides us unique insights to a client’s tax situation without us having to be tax professionals.”
“Holistiplan is probably the most valuable piece of my software stack. Without question, it improves the quality, value, and level of service I’m able to provide clients.”
NOT ANYMORE.
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