What are the most popular & recently recorded webinars?

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
• Understanding Range Calc 
• Risk Management Tool 101

Holistiplan Training Camp

• Tax Report Deep Dive
  • Slides
• Overview of Scenario Analysis
• Range Calc and Scenario Modeling
  
  • Charity Slides
• Multi-Year Roth Projection Tool
  
  • Case Study

2025 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
• Tax Planning Through Every Stage of Life
• Top 5 Year-End Planning Strategies for Every Client, Every Year
• Digital Estate Planning: Afterlife in the Cloud
• Facing the “What If’s” of Tax Planning from the OBBBA
• Value by Design: Create a Business That Runs With Purpose
• Mastering Roth Conversions with Holistiplan: Turning Analysis into Action
• Collaborating with CPAs: Building a Scalable Process That Works
• Protect and Prosper: Levering P&C Insurance for Year-End Planning and 2026 Strategy

2026 Tax Planning Summit

• Erin Wood, CFP®, FBS - The Next Era of Financial Planning
• Debbie Taylor, CPA/PFS™, JD, CDFA® - The Hidden Curse of the Large Portfolio
• Roger Pine, CFA®, CFP® - Holistiplan Roadmap Preview
• Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL and Roger Pine, CFA®, CFP® - 5 Years In, 5 Years Ahead: A Conversation on the Future of Advice
• Steven Jarvis, CPA - From Prep to Planning: How CPAs Are Building More Revenue and Better Client Relationships Through Tax Planning
• Emily Rassam, CFP®, CDAA, CRPS®, NSSA - How to Talk to Clients About Tax Planning
• Jeff Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™, TPCP® - An Advisor’s Guide to the QBI Deduction
• Emily Wetter, CFP®, EA & Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS - Getting the Most Out of Holistiplan: Do More Without Doing More

2026 Insurance Planning Summit

• Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, CFT™, Tony Delane, CFP®, AIF®, Kyle Hill, CFP®- From the Field: How Advisors Deliver Tax and P&C Insurance Planning at Scale
• Roger Pine, CFA®, CFP® - Holistiplan Roadmap Preview: A Sneak Peek at What's Next
• Debbie Taylor, CPA/PFS™, JD, CDFA® - 9 High-Impact Strategies Every Advisor Should Execute This Summer
• Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS - Would You Catch This? The Advisor Insurance Challenge
• Natalie Pine, CFP®, ChSNC® - When Coverage Counts: Real-World Claims That Will Change How You Plan
• Dave Olchowka - Where Planning Meets Protection: A Model for Integrating P&C Insurance
• Emily Rassam, CFP®, CDAA, CRPS®, NSSA - You Think of Everything: Integrating P&C into Comprehensive Planning
  

Support How-to Webinars 

• Modeling Roth Conversions in Scenario Analysis
• Modeling Charitable Gifting in Scenario Analysis
• Modeling Capital Gains in Scenario Analysis
  
• Modeling Business Income in Holistiplan
  
• Modeling Rental Income in Holistiplan
• Modeling Equity Compensation in Holistiplan
  • Linked Article HERE (includes screenshots of examples used in the webinar)

• Modeling the Premium Tax Credit in Scenario Analysis
  • Slides
• Modeling State Taxes in Scenario Analysis
• Minimizing Lifetime Taxes with the Roth Projection Tool
• Streamlining Success Using Holistiplan: Tax Return Staging + Tax Reporting
• Understanding IRMAA

Most Recent Webinars in July (not listed above)

• Gary Coats, CFP®, EA and Scott Davis - Introducing IRS Transcript Delivery: What's New and How to Get Set Up
• Roger Pine, CFA®, CFP®, Bob Veres, and Cheryl R. Holland, CFP®, CFBA - How to Build a Tax Planning Service That Attracts Clients and Drives Growth
• Roger Pine, CFA®, CFP® and Jeff Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™ - One Big Beautiful Bill: Understanding and Modeling Tax Changes for 2026