End-of-year tax planning is one of the easiest ways for advisors to provide an ongoing reminder of the value they provide.

But all too often, advisors shrink back from this amazing opportunity because they don’t feel confident enough in the area of taxes.
Well, not this year. Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, is here to help you provide wisdom and clear guidance to your clients, providing massive value for yourself and them in the process.


You’ll learn how to help your clients with:

  • Setting a plan for next year
  • Charitable Planning
  • Required Minimum Distributions
  • Roth Conversions
  • 529 Planning
  • And more!

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Insights into Investments from Partner Summit

By: Carson Group
Keeping up with the markets and investment strategies can be a challenge for any advisor, but it’s easier when you can leverage the help and resources of a partner …

Advisors Face A Diversity Problem

By: Carson Group
The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial …

Jake Bleicher, CFA: Carson’s Women’s CEO Fund

By: Ana Trujillo Limon
Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, …

Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything …
1 2 3 146