Register for Your Free Live Webcast Now:

"Building Client Trust with Proactive Tax Planning"

Learn to build client trust with proactive, year-round tax planning. Register today!

Date: Wednesday, December 17, 2025

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Holistiplan

For financial advisors, the new year presents a critical opportunity to move beyond reactive problem-solving and build deeper, more resilient client relationships. Proactive, year-round tax planning is no longer a value-add; it's an essential strategy for demonstrating expertise, preventing unwelcome surprises, and cementing long-term trust.

Join us for an insightful webcast designed for advisors who want to integrate effective tax planning into their practice. We will provide clear, actionable guidance to help you build a proactive framework that serves your clients and strengthens your advisory role. You’ll transform tax conversations from a source of stress into a powerful opportunity for collaboration and trust-building.

You will learn:

• Foundational strategies for implementing an effective, year-round tax planning process.
• Proven techniques for initiating productive tax conversations with clients.
• Practical recommendations for early-year tax planning and key year-end opportunities.

Speakers: 

Michael Baughman, CFP® | Enterprise Activation Specialist | Holistiplan

Alanna O’Connell | Marketing Manager | Holistiplan

Offered Free by: ThinkAdvisor
See All Resources from: ThinkAdvisor