Meet our presenters
Jeff Levine
Buckingham Strategic Wealth
Debbie Taylor
Taylor Financial Group
Michael Kitces
Kitces.com
Penny Phillips
Journey Strategic WealthCommon Questions & Answers
Is it really free?
Yes! This event is free to everyone. We want every advisor to be a great tax planner whether they use Holistiplan or not.
Will this be recorded?
Yes! As with all of Holistiplan’s live events, the Tax Planning Summit will be recorded. Each presenter’s session will be emailed to all those registered along with any slides they use in their presentations.
Who should attend?
Any advisor wanting to learn more about leveraging the power of tax planning to serve their clients better will find value in the summit. But many of the topics covered will be geared more towards beginners as we see more and more advisors entering this space for the first time.
What will I learn?
Our presenters are four industry-leading experts with years of experience in their field. They will cover topics ranging from specific tax planning opportunities to practice management that includes tax planning to how to communicate with clients about the value of tax planning. All of the sessions will be both educational and actionable
Will these sessions count for CFP® CE Credit?
We will be submitting the Penny Phillips and Debbie Taylor sessions for two hours of CE credit, but attendees must watch live for the opportunity to earn that credit.