That's a wrap on our 2024 Tax Planning Summit! One last huge shoutout to all of our panelists and speakers 👏

📬 Check your inboxes later this week for the recording, slide decks, and more!

It's CFP CE Credit time 😎 tune in now to hear from Meaghan and Kristen on incorporating P&C planning and the changing nature of personal risk!

Shop Holistifan hoodies & tees at holistifan.com now!

$10 for every hoodie and shirt purchased goes to the Holistiplan Endowed Scholarship Fund at Texas A&M University, helping fund education for underrepresented students pursuing careers in financial planning.

Debbie Taylor is on NOW!

Up next is Co-Founder and CEO Roger Pine, CFA, CFP® with a sneak peek of some upcoming new features. Don't miss this one!

A huge thanks to Kristen, Emily, Johnny, and Kevin for an amazing panel discussion! 🎉

We had a great turnout with some incredible questions. Keep an eye on your inbox for more insights and answers from our panelists! 👀✨

👍 Thanks for a fantastic session, Jeff!!

That Q&A section was popping off during Jeff's session, thanks everyone! Roger Pine, CFA, CFP® and our advisor panel are up next!

Tax Planning Summit day is finally here! Jeff "The Buckinghammer" Levine, CPA/PFS, CFP® is kicking us off. Join now and hear all about how the estate planning game has changed

holistiplan.com/summit

So great to have you here!

⏳The countdown is on! In less than 24 hours, Jeff will kick off our 2024 Tax Planning Summit with his session, 'Optimizing the Estate Plan for Income Taxes- Basis Planning.'

We're thrilled to welcome all 5k of you! Sign up now & join us tomorrow! hubs.la/Q02tDSSh0

Step up your tax planning game with real-world solutions 💪

Tune in to our 2024 Tax Planning Summit NEXT WEEK (4/23) to be a part of Debbie's session, '5 Case Studies, 5 Families, 5 Tax Planning Strategies You Can Implement Today'

Register here➡️ hubs.la/Q02tcbvn0

Can you believe our 2024 Tax Planning Summit is just a week away?!

Join 4,000+ advisors on 4/23 to learn from insurance expert Meaghan Dowd as she does a deep dive into the crucial role of P&C planning in financial advisory services.☂️

Register now! hubs.la/Q02t4G_80

📝 Happy Tax Day 2024!

We are so grateful for all the finance professionals who've worked tirelessly this season. Your dedication ensures financial security and peace of mind for countless families. Way to go! 💪 🎉

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✨ Our online merch store is now open! Get your hands on the much-loved Holistifan hoodie 😎

For every hoodie sold, we're donating $10 to a scholarship fund at Texas A&M, aiding underrepresented financial planning students🎓

Shop now! holistifan.com

We're so ready for the 2024 Tax Planning Summit, happening on 🗓️ April 23rd! Featuring experts like Jeff "The Buckinghammer" Levine, CPA/PFS, CFP®, Taylor Financial Group, Meaghan Dowd, and more! 🌟

Which session are you looking forward to the most?

Learn more at hubs.ly/Q02rwtMC0

🖥️ Webinar TODAY!

Join experts Torie Happe & Diana Cabrices to explore how taxes and webinars can be a powerful combination for growth. Discover strategies, tech flows, & White Glove's webinar playbook to stand out and engage clients.

Register here! hubs.la/Q02rntzK0