When: 1 p.m. CT on Thursday, February 25, 2021
Hosts: Jamie Hopkins, Managing Director, Carson Coaching; Kevin Lozer, Co-Founder of Holistiplan

We’re joined by our partners at Holistiplan to talk through how you can provide efficient tax planning – often in less than 5 minutes. We’ll talk through:

• – What Holistiplan offers and how it can help you create efficiency
• – The hundreds of tax planning strategies Holistiplan helps automate
• – Why Carson Partners are excited about the addition of Holistiplan to our tech suite
• – How you can implement these tax efficiencies for your clients

We’ll be broadcasting our webinar, “Creating An Efficient Tax Planning Offering For Your Clients,” at 1 p.m. CT on Thursday, February 25.

Register by clicking on the button below.

Register Now