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Turn Tax Season Into More Client Opportunities

August 26, 2026 @ 2:00 PM ET

Hosted by

Kate Laws Partnership Relationship Manager Holistiplan
Chris Kopanski Head of Customer Education Wealthbox
“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.”
Rachel Daniels
Rachel Daniels Chief Operating Officer Avidian Wealth Solutions