What are the most popular & recently recorded webinars?

Did you know that we record ALL our webinars? That's right! Every. Single. One. Catch a listing here of some of our most popular and recently recorded sessions from the prior month:

On-Demand Training Webinars 

• Holistiplan 101: Getting Started
• Holistiplan 201: Deeper Dive
• Holistiplan 301: From Theory to Practice
• Using the Tax Report
  - Slide Deck 
• All About Scenario Analysis & Range Calc. 
• Understanding Range Calc. 
• Risk Management Tool 101
• Holistiplan P&C Webinar
  -  Spectrum Group infographics 
  - P&C Sample Report 

 Support How-to Webinars 

• Modeling Roth Conversions in Holistiplan
• Modeling Business Income in Holistiplan
• Modeling Capital Gains in Holistiplan
• Modeling Rental Income in Holistiplan
• Modeling Equity Compensation in Holistiplan

• Modeling Charitable Gifting in Holistiplan
• Modeling State Taxes in Holistiplan 
• Advanced Roth Conversion Planning with the Multi-Year Roth Projection Tool
• Streamlining Success Using Holistiplan: Tax Return Staging + Tax Reporting

Most Recent Webinars for the Month of February (not listed above)

• Feb. 2025 Tax Planning Master Class – Maximizing Client Wealth Through Smart Roth Conversions 
• Master the Art of Multi-Year Roth Conversions with Emily Rassam
• Feb. 2025 PODCAST - The Art of Scaling: Unlocking Hidden Potential with Debbie Taylor, CPA/PFS™, JD, CDFA®