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Feb 23

Monthly CE Webinar: Tax Planning As a Year Round Sport

February 23, 2023 @ 1:00 pm - 2:00 pm CST

Champions don’t just get to hoist a trophy – they must work hard in practice, the pre-season and the regular season before the playoffs start. Similarly, advisors can provide tremendous value to clients by engaging in tax planning over the course of year, not just in the weeks before returns are due.

Join Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, and Ben Birken from Holistiplan as they break down how to:

• Identify the elements of a year-round tax planning service
• Clarify often misunderstood elements of tax calculations
• Communicate the value of tax planning to clients

This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.

Carson Coaching Members can use the code CECOACHING for free registration.

Details

Date:
February 23, 2023
Time:
1:00 pm - 2:00 pm CST