Cost: complimentary
Created and Sponsored by: overall plan
date: Wednesday, March 18, 2026
Time: 1pm ET | 10am PT
sponsored by:
Tax planning has traditionally been positioned as a premium service reserved for an advisor's wealthiest clients. However, this approach overlooks important opportunities to deliver tangible value across your entire book of business, leaving clients disadvantaged and your firm's potential untapped. How can you efficiently scale up this vital service for everyone?
Join us for an informative webcast that will demonstrate how meaningful tax planning opportunities exist at every stage of a client's life. We'll take a look at common customer profiles – including business owners, young professionals, growing families and retirees – to illustrate where high-impact opportunities are often missed.
You will learn how:
- Identify overlooked tax planning opportunities for a variety of client profiles.
- Describe the real value of proactive planning to improve customer outcomes now and in the future.
- Leverage technology to automate opportunity identification and visualize the tax impact for clients.
- Move beyond manual, time-intensive workflows to implement strategic, year-round tax planning.
Don't miss this opportunity to learn how to implement a forward-looking, technology-enabled tax planning strategy that enhances client relationships and drives strong growth.
Featured Speaker:
Emily Vetter, CFP®, EA | Enterprise Customer Success Manager | overall plan
Emily Vetter, CFP®, is a Customer Success Manager on the EA HolisticPlan team. She serves as a strategic partner to financial institutions, ensuring they maximize the platform's automated planning tools to enhance advisor efficiency and deliver high-impact value to their clients. A former financial advisor, Emily leads tax planning conversations with clients at her firm and found that adopting HolisticPlan in her own practice helped streamline those analyzes and make this element of comprehensive planning more scalable and efficient.
Can't attend? Register here for on-demand recording after the webcast.