The tax law changes and market behavior of 2018 served as a reminder of how valuable and necessary ongoing tax planning is for our clients. So, we felt it prudent to kick off 2019 with a Practice Management Roundtable on effective tax planning strategies. For this round table, we’ll share thoughts and invite open discussion on how best to incorporate effective tax planning into your overall financial planning process.
About the Roundtable
As the financial advisory marketplace becomes increasingly competitive, firms and advisors who set themselves apart will have to focus not only on providing financial planning advice, but also on running and growing a profitable business. Our Practice Management Roundtables focus on the business side of the equation.
Our format is typically a roundtable discussion where attendees are able to exchange experiences, gain new insights to help meet the dynamic challenges of the financial planning profession. These sessions are designed to be highly interactive. Whether you are just beginning your practice or looking to transition into retirement -- Practice Management Events are a "must attend."
This is the perfect opportunity to network. We'll prepare some questions to get the conversation rolling and to keep it on track.
There is no charge for this meeting - except for what you order from the menu.
RSVP by using one of the options at the bottom of this page so we can have a table big enough for this discussion.