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Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient. Created by two CFP® professionals, Holistiplan drastically reduces the time it takes to provide tax planning for clients.
19-21 October 2022
Network with over 800 investment professionals from all over the country as you discover the latest developments in financial advice and technology.
Event Ended
Hybrid
Paid
Salt Lake City
02-04 October 2023
Hosted by Nitrogen, the makers of Riskalyze, join 1,000+ wealth management professionals this fall at the #1 resort in Florida for three days of learning, connection, and growth. The Fearless Investing Summit is where financial advisors network with
Miami