Recorded Webinar
Best Practices

Best Practices for Tax Planning with Holistiplan + Wealthbox

PRESENTED BY

ABOUT THIS WEBINAR

Discover how LPL advisors can integrate tax planning into their practice with Holistiplan + Wealthbox. Learn how workflows can help advisors stay organized, enhance client conversations, and streamline tax planning throughout the year.

This webinar will cover

  1. 1 How LPL advisors can access and customize tax planning workflows in Wealthbox.
  2. 2 Best practices for incorporating tax planning into your advisory practice.
  3. 3 How workflows help ensure efficiency and consistency in client tax reviews.
  4. 4 Using Holistiplan + Wealthbox to simplify and scale tax planning efforts.

SPEAKERS

Alexander DiPirro-Beard

Alexander DiPirro-Beard

AVP Tax Planning

LPL Financial

Torie Happe

Torie Happe

Head of Partnerships

Holistiplan

Chris Kopanski

Chris Kopanski

Head of Customer Education

Wealthbox

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