When: 1 p.m. CT on Thursday, February 25, 2021
Hosts: Jamie Hopkins, Managing Director, Carson Coaching; Kevin Lozer, Co-Founder of Holistiplan
We’re joined by our partners at Holistiplan to talk through how you can provide efficient tax planning – often in less than 5 minutes. We’ll talk through:
We’ll be broadcasting our webinar, “Creating An Efficient Tax Planning Offering For Your Clients,” at 1 p.m. CT on Thursday, February 25.
Register by clicking on the button below.