Addressing clients’ tax and planning needs after tax season | PFP learning library webcast archive
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Addressing clients’ tax and planning needs after tax season | PFP learning library webcast archive

1 year ago · 1 hour 51 min watch

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Be ready to address clients’ tax and planning needs.

Post-tax season is the perfect opportunity to discuss the impact on all aspects of your clients’ financial lives. In this webcast, Bob Keebler, CPA/PFS will discuss:

  • Lessons learned from tax season

  • Estate, tax, retirement, risk management and investment planning opportunities to consider year-round

  • The latest strategies to address the impact of tax reform on all planning areas

  • Tips on how they are encouraging their clients to take action

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