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Join us for our 2nd Annual Tax Planning Summit

Thursday, April 20th, 2023
11:30-3PM ET

Register Now
Presenters

Meet our presenters

Jeff Levine

Buckingham Strategic Wealth

Debbie Taylor

Taylor Financial Group

Michael Kitces

Kitces.com

Penny Phillips

Journey Strategic Wealth
FAQ

Common 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.

Register

Tax Planning Summit Registration

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