Expand Your Financial Planning Practice Through Your Client's Tax Return

Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life…

What have we learned from the past 15 months of living through a life changing pandemic? How has it changed the world around us in temporary and permanent ways? What does it mean for your firm and practice? Have you thought about what it looks like going forward? How has it impacted your clients an…

Be ready to take the next step in addressing your clients’ tax and planning needs. Your individual, family, and business owner clients’ needs are changing, and they need you now more than ever. Now that the rush of tax season is over, you can turn your attention to some planning of your own…

The Best Ideas Panel will pull together the best thinking from the first two days of the conference. We will give the attendees practical planning strategies that affect their clients that they can implement now…