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.

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