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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
Quarterly Keynote Sessions
- Foundations for the Future
- 2025 Tax Planning Summit
- Tax Law Changes
- Tax Planning vs. Tax Advice
- Practice Management for Modern Tax Planning
- Making Insurance Planning Part of Your Process
- Holistiplan Demo
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 July (not listed above)
- Stand Out & Serve: Differentiating Your Practice Through Estate Planning Conversations with Emily Rassam
- Condo Risk Realities: What Financial Advisors Need to Know with Meaghan Dowd
- Understanding and Modeling Tax Changes in the 2025 OBBB Act
- Integrating Tax Planning Amidst Changing Tax Policy with Debra Taylor