Debra Taylor Master Class

Holistiplan Teams Up with Debra Taylor for Exclusive Training Classes

We’ve partnered with the expert Debra Taylor to bring you a series of insightful classes designed to help you fully leverage Holistiplan and elevate your tax planning strategies. These classes are tailored to ensure you’re getting the most out of your Holistiplan experience, whether you’re just getting started or looking to optimize your usage.

💡 Why it’s valuable:

• Learn from the Best: Debra Taylor brings a wealth of knowledge to guide you through best practices and advanced strategies.
• Unlock Full Potential: These classes cover key features and tips to help you streamline your processes, save time, and offer more valuable insights to your clients.
• Ongoing Support: Gain confidence and expertise with real-world examples and actionable takeaways.

Don’t miss out on this opportunity to boost your Holistiplan experience! Stay tuned for the upcoming sessions!

You can learn more about this Master Class series in this one-minute video: