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
- New User Orientation
- Using the Tax Report 2.0
- Slide Deck - All About Scenario Analysis & Range Calc.
- Understanding Range Calc.
- 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
- Spreadsheet - Modeling Charitable Gifting in Holistiplan
- Modeling State Taxes in Holistiplan
- Advanced Roth Conversion Planning with the Multi-Year Roth Projection Tool
Most Recent Webinars for Month of November (not listed above)
-
Using the Insurance Risk Management Tool: Homeowners Insurance 101
- Debbie Taylor Master Class: 9 Things that Top Performing Firms Do Differently
- Stop Boring Your Clients: How to Turn Complex Tax Jargon into Simple, Actionable Insights
- Four Proven Ways to Close New Business and Increase Wallet Share with Holistiplan with Debbie Taylor