RightCapital
Share
š” It may take decades for the results of long-term financial planning to come to fruition. In comparison, tax planning provides immediate, measurable benefits, helping advisors strengthen client relationships and justify their fees.
šŗ In this video from our RightInsights event earlier this year, Michael Kitces, Chief Financial Planning Nerd of Kitces.com notes that "Tax planning becomes one of these super tangible things like 'I saved you this (amount of money).'"
š° Learn more from "Why and How Financial Advisors Are Going Deeper on Tax Planning in 2025": https://www.rightcapital.com/blog/michael-kitces-tax-planning-financial-advisors/
03/14/2023
Join us this Thursday, March 16 at 1 PM ET as we unpack how advisors can help clients save more and smarter using Workplace Retirement Savings Plans. Register here š http://ow.ly/HfBh50Ni0Ue
01/05/2023
Join us for a CFPĀ® CE-approved webinar on SECURE Act 2.0 next Thurs Jan 12th at 1 PM ET. Gain an understanding of the key provisions in .0 and how to apply them in your planning practice. Register here š http://ow.ly/tyNM50MhEhX (for financial advisors only)
Click here to claim your Sponsored Listing.
Category
Contact the business
Telephone
Website
Address
Shelton, CT
06484
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
