Your Year-End Tax Planning Playbook

What tax strategies could give your clients the biggest wins before December 31st?

Year-end is the perfect time to deliver measurable value, strengthen relationships, and uncover planning opportunities that help your firm grow. Join XYPN and Holistiplan for a FREE virtual event designed to equip you with a proven year-end playbook.

In this session, Ben Birken, CFP®, VP of Subscriber Support & Adoption at Holistiplan, will share:

• The top five tax planning strategies to review with every client before year-end
• How to identify and explain opportunities like Roth conversions and charitable giving
• Ways to implement strategies efficiently using Holistiplan’s tools
• How to stay true to your independence while delivering measurable client value

If you want to head into 2026 with stronger client relationships and a streamlined tax planning process, this virtual event will give you the playbook you need.

This webinar has been accepted by the CFP Board for 1 CFP CE credit. To receive CFP CE credit, you must meet the CFP attendance threshold of 50 minutes and provide your CFP ID during registration.

(P.S. Did you know that Holistiplan is now officially included as a member benefit for all 2,100+ members of the Network!)