Live Webinar
Best Practices
A Practical Playbook for Year-End Planning
Wednesday, November 4, 2026 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
As year-end approaches, financial advisors are balancing tax planning strategies, portfolio rebalancing, and client communications while preparing their firms for the year ahead.
Join Wealthbox and Altruist for a live webinar exploring how the integration helps advisors streamline year-end workflows, stay organized, and manage client relationships more efficiently. Discover practical strategies, automation tips, and best practices to close out 2026 and set clients up for success in 2027.
Join Wealthbox and Altruist for a live webinar exploring how the integration helps advisors streamline year-end workflows, stay organized, and manage client relationships more efficiently. Discover practical strategies, automation tips, and best practices to close out 2026 and set clients up for success in 2027.
WHAT WE'LL COVER
- 1 Streamlining year-end workflows and keep client information organized across Wealthbox and Altruist.
- 2 Coordinating tax planning, portfolio reviews, and rebalancing activities to stay ahead of year-end deadlines.
- 3 Using Wealthbox tasks and workflows to manage client follow-ups and automate routine processes.
- 4 Improving client communication and prepare for a productive start to 2027.
SPEAKERS
Matt Parret
Sales Executive
Altruist
Chris Kopanski
Head of Customer Education
Wealthbox
“Partnering with Wealthbox is a direct result of listening to advisors’ needs. Our collaboration with Wealthbox allows advisors to serve their customers better, improving client experiences while saving both time and money.”
