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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 August (not listed above)
- Debra Taylor, JD, CPA/PFS™, CDFA®- OBBBA: Tax Planning that Adapts to Every Phase of Life
- Meaghan Dowd, CAPI, CPRIA, PLCS, CLCS- Shopping Insurance: Why It’s Not Just Apples to Apples
- Emily Rassam, CFP®, CDAA, CRPS®, NSSA- Beyond the Documents: Elevating Estate Planning with Organization & Readiness
- Michael Baughman, CFP®- Roth Projection Tool Walkthrough
- Tax Talk, Transformed: How Holistiplan + Jump Help Advisors Address Rising Client Fears
- Debra Taylor, JD, CPA/PFS™, CDFA®- Tax Planning Master Class - Dynamic Tax Planning and OBBBA Considerations for Every Life Phase