Webcast: Addressing your clients’ tax and planning needs after tax season

May 13, 2019

Recording  |  Slides

Be ready to address clients’ tax and planning needs.

Post-tax season is the perfect opportunity to discuss the impact on all aspects of your clients’ financial lives. In this webcast, Bob Keebler, CPA/PFS will discuss:

  • Lessons learned from tax season
  • Estate, tax, retirement, risk management and investment planning opportunities to consider year-round
  • The latest strategies to address the impact of tax reform on all planning areas
  • Tips on how they are encouraging their clients to take action