Strategies to Help Mitigate the Impact of Taxes on Clients and Heirs (CFP® CE Credit*)

Thursday, May 23, 2024 at 2:00 PM ET

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Join Wealthbox + Envestnet MoneyGuide for a CFP® CE webinar we will discuss strategies for tax planning in retirement including Roth Conversions, Qualified Charitable Distributions, and strategic qualified distribution decisions around goal funding. This webinar will cover:

  1. Reviewing the concepts of strategies and discussing potential advantages and disadvantages before implementation.
  2. How using a client’s financial plan can help identify where these strategies may be helpful for both clients and their heirs.
  3. Modeling scenarios with implemented strategies to demonstrate their impact on the client’s financial plan results.

*This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required.


Glen Cross

Training Specialist

Envestnet | MoneyGuide

Jenna Ghibaudy

Product Specialist